[{"Input": "XBC Advisor New Insights I (NXXXX): XBC Advisor New Insights I operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.32%, ranking it as the third performer in its category with a Rank 3. The Adjusted Expense Ratio for the fund is 0.45%, indicating a Low fee level distribution. The share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor New Insights I (NXXXX): XBC Advisor New Insights I operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Growth Company K6 (CCGXC): XBC Growth Company K6 falls under the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.31%, ranking it as the third performer in its category with a Rank 3. The Adjusted Expense Ratio for the fund is 0.45%, indicating a Low fee level distribution. The share class type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Growth Company K6 (CCGXC): XBC Growth Company K6 falls under the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor New Insights C (CIBIX): XBC Advisor New Insights C belongs to the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.33%, ranking it as the third performer in its category with a Rank 3. The Adjusted Expense Ratio for the fund is 1.46%, indicating a Below Average fee level distribution. The share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor New Insights C (CIBIX): XBC Advisor New Insights C belongs to the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Intermediate Bond (BBIC): XBC Intermediate Bond operates in the Intermediate Core Bond category. It has a Year-to-Date (YTD) Total Return of -0.32%, ranking it as the fourth performer in its category with a Rank 4. The Adjusted Expense Ratio for the fund is 0.45%, indicating a Below Average fee level distribution. The share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Intermediate Bond (BBIC): XBC Intermediate Bond operates in the Intermediate Core Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Real Estate Income Z (ERZX): XBC Advisor Real Estate Income Z falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.26%, ranking it as the fourth performer in its category with a Rank 4. The Adjusted Expense Ratio for the fund is 0.60%, indicating a Low fee level distribution. The share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Real Estate Income Z (ERZX): XBC Advisor Real Estate Income Z falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Intermediate Government Income (BICI): XBC Intermediate Government Income operates in the Intermediate Government category. It has a Year-to-Date (YTD) Total Return of -0.25%, ranking it as the fourth performer in its category with a Rank 4. The Adjusted Expense Ratio for the fund is 0.45%, indicating an Average fee level distribution. The share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Intermediate Government Income (BICI): XBC Intermediate Government Income operates in the Intermediate Government category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor New Insights M (IIMA): XBC Advisor New Insights M belongs to the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.30%, ranking it as the fourth performer in its category with a Rank 4. The Adjusted Expense Ratio for the fund is 0.95%, indicating a Below Average fee level distribution. The share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor New Insights M (IIMA): XBC Advisor New Insights M belongs to the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Real Estate Income A (XXAIA): XBC Advisor Real Estate Income A falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.26%, ranking it as the fourth performer in its category with a Rank 4. The Adjusted Expense Ratio for the fund is 0.99%, indicating a Low fee level distribution. The share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Real Estate Income A (XXAIA): XBC Advisor Real Estate Income A falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Real Estate Income (RXCC): XBC Real Estate Income operates in the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.26%, ranking it as the fourth performer in its category with a Rank 4. The Adjusted Expense Ratio for the fund is 0.73%, indicating a Low fee level distribution. The share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Real Estate Income (RXCC): XBC Real Estate Income operates in the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Srs 0-5 Yr Inf-Ptctd Bd Idx (IYCX): XBC Srs 0-5 Yr Inf-Ptctd Bd Idx falls under the Inflation-Protected Bond category. It has a Year-to-Date (YTD) Total Return of -0.10%, ranking it as the fourth performer in its category with a Rank 4. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Srs 0-5 Yr Inf-Ptctd Bd Idx (IYCX): XBC Srs 0-5 Yr Inf-Ptctd Bd Idx falls under the Inflation-Protected Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Flex Cnsrv Inc Muni Bd (FBFB): XBC Flex Cnsrv Inc Muni Bd operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.08%, ranking it as the fifth performer in its category with a Rank 5. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Flex Cnsrv Inc Muni Bd (FBFB): XBC Flex Cnsrv Inc Muni Bd operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "Select Pharmaceuticals Port (PSPP): Select Pharmaceuticals Port belongs to the Health category. It has a Year-to-Date (YTD) Total Return of 4.87%, ranking it as the fifth performer in its category with a Rank 5. The Adjusted Expense Ratio for the fund is 0.76%, indicating a Low fee level distribution. The share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "Select Pharmaceuticals Port (PSPP): Select Pharmaceuticals Port belongs to the Health category. It has a Year-to-Date (YTD) Total Return of 4.", "source": "XBC data"}, {"Input": "XBC Advisor Latin America Z (BZXLC): XBC Advisor Latin America Z operates in the Latin America Stock category. It has a Year-to-Date (YTD) Total Return of -2.27%, ranking it as the fifth performer in its category with a Rank 5. The Adjusted Expense Ratio for the fund is 0.86%, indicating a Low fee level distribution. The share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Latin America Z (BZXLC): XBC Advisor Latin America Z operates in the Latin America Stock category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC SAI US LowVolatility Idx (CSCSI): XBC SAI US LowVolatility Idx falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of 0.48%, ranking it as the fifth performer in its category with a Rank 5. The Adjusted Expense Ratio for the fund is 0.11%, indicating a Low fee level distribution. The share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC SAI US LowVolatility Idx (CSCSI): XBC SAI US LowVolatility Idx falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Education Income (BXCEB): XBC Education Income operates in the Intermediate Core Bond category. It has a Year-to-Date (YTD) Total Return of -0.33%, ranking it as the fifth performer in its category with a Rank 5. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Education Income (BXCEB): XBC Education Income operates in the Intermediate Core Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Select Insurance Port (XIPS): XBC Select Insurance Port belongs to the Financial category. It has a Year-to-Date (YTD) Total Return of 1.41%, ranking it as the sixth performer in its category with a Rank 6. The Adjusted Expense Ratio for the fund is 0.81%, indicating a Below Average fee level distribution. The share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Select Insurance Port (XIPS): XBC Select Insurance Port belongs to the Financial category. It has a Year-to-Date (YTD) Total Return of 1.", "source": "XBC data"}, {"Input": "XBC Series Growth Company (CXCGC): XBC Series Growth Company falls under the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.21%, ranking it as the sixth performer in its category with a Rank 6. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Series Growth Company (CXCGC): XBC Series Growth Company falls under the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Latin America (ABXCA): XBC Latin America operates in the Latin America Stock category. It has a Year-to-Date (YTD) Total Return of -2.28%, ranking it as the sixth performer in its category with a Rank 6. The Adjusted Expense Ratio for the fund is 1.02%, indicating a Below Average fee level distribution. The share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Latin America (ABXCA): XBC Latin America operates in the Latin America Stock category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Select Biotechnology (BBBB): XBC Select Biotechnology belongs to the Health category. It has a Year-to-Date (YTD) Total Return of 4.60%, ranking it as the sixth performer in its category with a Rank 6. The Adjusted Expense Ratio for the fund is 0.72%, indicating a Low fee level distribution. The share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Select Biotechnology (BBBB): XBC Select Biotechnology belongs to the Health category. It has a Year-to-Date (YTD) Total Return of 4.", "source": "XBC data"}, {"Input": "XBC Advisor Intl Small Cap I (SIAIA): XBC Advisor Intl Small Cap I operates in the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.36%, ranking it as the seventh performer in its category with a Rank 7. The Adjusted Expense Ratio for the fund is 1.16%, indicating an Average fee level distribution. The share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Intl Small Cap I (SIAIA): XBC Advisor Intl Small Cap I operates in the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Multi-Asset Income M (AAAA): XBC Advisor Multi-Asset Income M falls under the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.22%, ranking it as the seventh performer in its category with a Rank 7. The Adjusted Expense Ratio for the fund is 0.99%, indicating an Average fee level distribution. The share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Multi-Asset Income M (AAAA): XBC Advisor Multi-Asset Income M falls under the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Strategic Div & Inc A (BSAI): XBC Advisor Strategic Div & Inc A belongs to the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.13%, ranking it as the seventh performer in its category with a Rank 7. The Adjusted Expense Ratio for the fund is 0.97%, indicating a Below Average fee level distribution. The share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Strategic Div & Inc A (BSAI): XBC Advisor Strategic Div & Inc A belongs to the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Strategic Div & Inc I (IISB): XBC Advisor Strategic Div & Inc I belongs to the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.13%, ranking it as the seventh performer in its category with a Rank 7. The Adjusted Expense Ratio for the fund is 0.72%, indicating an Average fee level distribution. The share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Strategic Div & Inc I (IISB): XBC Advisor Strategic Div & Inc I belongs to the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Growth Company (CBXB): XBC Growth Company operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.19%, ranking it as the seventh performer in its category with a Rank 7. The Adjusted Expense Ratio for the fund is 0.86%, indicating an Average fee level distribution. The share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Growth Company (CBXB): XBC Growth Company operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Growth Company K (XCKX): XBC Growth Company K falls under the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.19%, ranking it as the seventh performer in its category with a Rank 7. The Adjusted Expense Ratio for the fund is 0.79%, indicating a High fee level distribution. The share class type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Growth Company K (XCKX): XBC Growth Company K falls under the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Strategic Dividend & Income (BCBCX): XBC Strategic Dividend & Income belongs to the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.13%, ranking it as the seventh performer in its category with a Rank 7. The Adjusted Expense Ratio for the fund is 0.68%, indicating an Average fee level distribution.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Strategic Dividend & Income (BCBCX): XBC Strategic Dividend & Income belongs to the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Cnsv Inc Muni Bd I (BBCCM): XBC Advisor Cnsv Inc Muni Bd I operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.08%, ranking it as the seventh performer in its category with a Rank 7. The fee level distribution is Low, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Cnsv Inc Muni Bd I (BBCCM): XBC Advisor Cnsv Inc Muni Bd I operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Cnsv Inc Muni Bd Z (ZABM): XBC Advisor Cnsv Inc Muni Bd Z operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.08%, ranking it as the seventh performer in its category with a Rank 7. The fee level distribution is Low, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Cnsv Inc Muni Bd Z (ZABM): XBC Advisor Cnsv Inc Muni Bd Z operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Real Estate Income I (BIII): XBC Advisor Real Estate Income I falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.35%, ranking it as the seventh performer in its category with a Rank 7. The Adjusted Expense Ratio for the fund is 0.73%, indicating a Below Average fee level distribution. The share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Real Estate Income I (BIII): XBC Advisor Real Estate Income I falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Conservative Inc Muni Bd Retl (MCBB): XBC Conservative Inc Muni Bd Retl operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.08%, ranking it as the seventh performer in its category with a Rank 7. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Conservative Inc Muni Bd Retl (MCBB): XBC Conservative Inc Muni Bd Retl operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Maryland Municipal Income (CCXI): XBC Maryland Municipal Income operates in the Muni Single State Long category. It has a Year-to-Date (YTD) Total Return of 0.06%, ranking it as the seventh performer in its category with a Rank 7. The Adjusted Expense Ratio for the fund is 0.55%, indicating an Average fee level distribution. The share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Maryland Municipal Income (CCXI): XBC Maryland Municipal Income operates in the Muni Single State Long category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Intl Small Cap Z (SXCCC): XBC Advisor Intl Small Cap Z operates in the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.36%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 1.03%, indicating a Low fee level distribution. The share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Intl Small Cap Z (SXCCC): XBC Advisor Intl Small Cap Z operates in the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Multi-Asset Income I (CCMIA): XBC Advisor Multi-Asset Income I falls under the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.29%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 0.76%, indicating an Above Average fee level distribution. The share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Multi-Asset Income I (CCMIA): XBC Advisor Multi-Asset Income I falls under the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Multi-Asset Income Z (MZAM): XBC Advisor Multi-Asset Income Z belongs to the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.29%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 0.66%, indicating an Average fee level distribution. The share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Multi-Asset Income Z (MZAM): XBC Advisor Multi-Asset Income Z belongs to the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Multi-Asset Income (ICXMM): XBC Multi-Asset Income operates in the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.29%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 0.73%, indicating an Average fee level distribution. The share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Multi-Asset Income (ICXMM): XBC Multi-Asset Income operates in the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Series Floating Rate Hi Inc (RBFC): XBC Series Floating Rate Hi Inc falls under the Bank Loan category. It has a Year-to-Date (YTD) Total Return of 0.34%, ranking it as the eighth performer in its category with a Rank 8. The fee level distribution is Low, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Series Floating Rate Hi Inc (RBFC): XBC Series Floating Rate Hi Inc falls under the Bank Loan category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Equity Income A (AIAXA): XBC Advisor Equity Income A operates in the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.67%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 0.89%, indicating a Low fee level distribution. The share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Equity Income A (AIAXA): XBC Advisor Equity Income A operates in the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Equity Income I (IBCX): XBC Advisor Equity Income I falls under the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.69%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 0.65%, indicating a Below Average fee level distribution. The share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Equity Income I (IBCX): XBC Advisor Equity Income I falls under the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Equity Income M (AMIMA): XBC Advisor Equity Income M operates in the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.68%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 1.13%, indicating an Above Average fee level distribution. The share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Equity Income M (AMIMA): XBC Advisor Equity Income M operates in the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Equity Income Z (BZCZX): XBC Advisor Equity Income Z belongs to the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.69%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 0.51%, indicating a Below Average fee level distribution. The share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Equity Income Z (BZCZX): XBC Advisor Equity Income Z belongs to the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Latin America C (XCLC): XBC Advisor Latin America C operates in the Latin America Stock category. It has a Year-to-Date (YTD) Total Return of -2.29%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 2.02%, indicating an Average fee level distribution. The share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Latin America C (XCLC): XBC Advisor Latin America C operates in the Latin America Stock category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Advisor Real Estate Income M (CIBIA): XBC Advisor Real Estate Income M falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.35%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 1.01%, indicating a Low fee level distribution. The share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Real Estate Income M (CIBIA): XBC Advisor Real Estate Income M falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Series International Credit (BBICX): XBC Series International Credit operates in the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.38%, ranking it as the eighth performer in its category with a Rank 8. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Series International Credit (BBICX): XBC Series International Credit operates in the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Real Estate Income C (AEXCA): XBC Advisor Real Estate Income C falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.35%, ranking it as the eighth performer in its category with a Rank 8. The Adjusted Expense Ratio for the fund is 1.74%, indicating a Low fee level distribution. The share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Real Estate Income C (AEXCA): XBC Advisor Real Estate Income C falls under the Real Estate category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Freedom Index 2005 Investor (FXFXX): XBC Freedom Index 2005 Investor operates in the Target-Date 2000-2010 category. It has a Year-to-Date (YTD) Total Return of -0.56%, ranking it as the eighth performer in its category with a Rank 8. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Freedom Index 2005 Investor (FXFXX): XBC Freedom Index 2005 Investor operates in the Target-Date 2000-2010 category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Intl Small Cap A (ACCA): XBC Advisor Intl Small Cap A belongs to the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.37%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 1.43%, indicating a Below Average fee level distribution. The share class type is Front Load with a minimum initial investment of $250.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Intl Small Cap A (ACCA): XBC Advisor Intl Small Cap A belongs to the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Multi-Asset Income A (MAXA): XBC Advisor Multi-Asset Income A falls under the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.29%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 1.01%, indicating an Average fee level distribution. The share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Multi-Asset Income A (MAXA): XBC Advisor Multi-Asset Income A falls under the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Multi-Asset Income C (XXCAX): XBC Advisor Multi-Asset Income C operates in the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.31%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 1.76%, indicating an Above Average fee level distribution. The share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Multi-Asset Income C (XXCAX): XBC Advisor Multi-Asset Income C operates in the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC International Small Cap (CICI): XBC International Small Cap belongs to the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.37%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 1.16%, indicating a Below Average fee level distribution. The share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC International Small Cap (CICI): XBC International Small Cap belongs to the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC SAI Em Mkts Lw Vol Idx (XECM): XBC SAI Em Mkts Lw Vol Idx falls under the Diversified Emerging Mkts category. It has a Year-to-Date (YTD) Total Return of -1.28%, ranking it as the ninth performer in its category with a Rank 9. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC SAI Em Mkts Lw Vol Idx (XECM): XBC SAI Em Mkts Lw Vol Idx falls under the Diversified Emerging Mkts category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Strategic Div & Inc C (CCSID): XBC Advisor Strategic Div & Inc C operates in the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.19%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 1.73%, indicating an Above Average fee level distribution.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Strategic Div & Inc C (CCSID): XBC Advisor Strategic Div & Inc C operates in the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Strategic Div & Inc M (XIXS): XBC Advisor Strategic Div & Inc M belongs to the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.19%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 1.22%, indicating a High fee level distribution. The share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Strategic Div & Inc M (XIXS): XBC Advisor Strategic Div & Inc M belongs to the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Strategic Div & Inc Z (SDZZ): XBC Advisor Strategic Div & Inc Z operates in the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.19%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 0.59%, indicating a Low fee level distribution. The share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Strategic Div & Inc Z (SDZZ): XBC Advisor Strategic Div & Inc Z operates in the Moderately Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Worldwide I (BCACB): XBC Advisor Worldwide I falls under the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.36%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 0.68%, indicating an Above Average fee level distribution. The share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Worldwide I (BCACB): XBC Advisor Worldwide I falls under the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Worldwide Z (WBWZC): XBC Advisor Worldwide Z belongs to the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.36%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 0.55%, indicating an Average fee level distribution. The share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Worldwide Z (WBWZC): XBC Advisor Worldwide Z belongs to the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC SAI International Mtm Idx (ASCXM): XBC SAI International Mtm Idx operates in the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.93%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 0.18%, indicating a Low fee level distribution. The share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC SAI International Mtm Idx (ASCXM): XBC SAI International Mtm Idx operates in the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC SAI US Quality Index (BXBS): XBC SAI US Quality Index falls under the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.10%, ranking it as the ninth performer in its category with a Rank 9. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC SAI US Quality Index (BXBS): XBC SAI US Quality Index falls under the Large Growth category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Worldwide (CCWC): XBC Worldwide operates in the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.35%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 0.66%, indicating a Below Average fee level distribution. The share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Worldwide (CCWC): XBC Worldwide operates in the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Cnsv Inc Muni Bd A (CAAC): XBC Advisor Cnsv Inc Muni Bd A falls under the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.07%, ranking it as the ninth performer in its category with a Rank 9. The fee level distribution is Low, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Cnsv Inc Muni Bd A (CAAC): XBC Advisor Cnsv Inc Muni Bd A falls under the Muni National Short category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Equity Income C (BCEX): XBC Advisor Equity Income C operates in the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.63%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 1.68%, indicating a Below Average fee level distribution. The share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Equity Income C (BCEX): XBC Advisor Equity Income C operates in the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Equity Dividend Income (IBEII): XBC Equity Dividend Income falls under the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.63%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 0.58%, indicating a Below Average fee level distribution. The share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Equity Dividend Income (IBEII): XBC Equity Dividend Income falls under the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Equity Dividend Income K (BEBI): XBC Equity Dividend Income K belongs to the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.63%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 0.49%, indicating a Below Average fee level distribution. The share class type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Equity Dividend Income K (BEBI): XBC Equity Dividend Income K belongs to the Large Value category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Global Credit Z (ZACC): XBC Advisor Global Credit Z operates in the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.39%, ranking it as the ninth performer in its category with a Rank 9. The fee level distribution is Low, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Global Credit Z (ZACC): XBC Advisor Global Credit Z operates in the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC SAI Inflation-Focused (SIACS): XBC SAI Inflation-Focused falls under the Commodities Broad Basket category. It has a Year-to-Date (YTD) Total Return of 0.33%, ranking it as the ninth performer in its category with a Rank 9. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC SAI Inflation-Focused (SIACS): XBC SAI Inflation-Focused falls under the Commodities Broad Basket category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Global Credit C (CBGCC): XBC Advisor Global Credit C operates in the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.40%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 1.50%, indicating a Below Average fee level distribution. The share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Global Credit C (CBGCC): XBC Advisor Global Credit C operates in the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Global Credit I (CGCC): XBC Advisor Global Credit I belongs to the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.40%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 0.50%, indicating a Below Average fee level distribution. The share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Global Credit I (CGCC): XBC Advisor Global Credit I belongs to the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Global Credit (XBCB): XBC Global Credit operates in the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.40%, ranking it as the ninth performer in its category with a Rank 9. The Adjusted Expense Ratio for the fund is 0.50%, indicating a Below Average fee level distribution. The share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Global Credit (XBCB): XBC Global Credit operates in the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC US Low Volatility Equity (EXUS): XBC US Low Volatility Equity falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of 0.19%, ranking it as the ninth performer in its category with a Rank 9. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC US Low Volatility Equity (EXUS): XBC US Low Volatility Equity falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Intl Small Cap M (MBAMS): XBC Advisor Intl Small Cap M belongs to the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.37%, ranking it as the tenth performer in its category with a Rank 10. The Adjusted Expense Ratio for the fund is 1.69%, indicating a High fee level distribution. The share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Intl Small Cap M (MBAMS): XBC Advisor Intl Small Cap M belongs to the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Worldwide A (XAWAA): XBC Advisor Worldwide A operates in the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.36%, ranking it as the tenth performer in its category with a Rank 10. The Adjusted Expense Ratio for the fund is 0.95%, indicating an Above Average fee level distribution. The share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Worldwide A (XAWAA): XBC Advisor Worldwide A operates in the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Worldwide C (BBCCC): XBC Advisor Worldwide C falls under the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.38%, ranking it as the tenth performer in its category with a Rank 10. The Adjusted Expense Ratio for the fund is 1.71%, indicating an Above Average fee level distribution. The share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Worldwide C (BBCCC): XBC Advisor Worldwide C falls under the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Worldwide M (ABBB): XBC Advisor Worldwide M belongs to the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.40%, ranking it as the tenth performer in its category with a Rank 10. The Adjusted Expense Ratio for the fund is 1.21%, indicating a High fee level distribution. The share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Worldwide M (ABBB): XBC Advisor Worldwide M belongs to the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor China Region Z (XBRCR): XBC Advisor China Region Z operates in the China Region category. It has a Year-to-Date (YTD) Total Return of -4.07%, ranking it as the eleventh performer in its category with a Rank 11. The fee level distribution is Low, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor China Region Z (XBRCR): XBC Advisor China Region Z operates in the China Region category. It has a Year-to-Date (YTD) Total Return of -4.", "source": "XBC data"}, {"Input": "XBC Advisor Global Credit A (CXXBX): XBC Advisor Global Credit A falls under the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.40%, ranking it as the eleventh performer in its category with a Rank 11. The fee level distribution is Low, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Global Credit A (CXXBX): XBC Advisor Global Credit A falls under the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Sust Interm Muni Inc Z (MZIC): XBC Advisor Sust Interm Muni Inc Z operates in the Muni National Interm category. It has a Year-to-Date (YTD) Total Return of 0.07%, ranking it as the eleventh performer in its category with a Rank 11. The fee level distribution is Low, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Sust Interm Muni Inc Z (MZIC): XBC Advisor Sust Interm Muni Inc Z operates in the Muni National Interm category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Intl Small Cap C (BAAS): XBC Advisor Intl Small Cap C belongs to the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.42%, ranking it as the twelfth performer in its category with a Rank 12. The Adjusted Expense Ratio for the fund is 2.19%, indicating an Average fee level distribution.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Intl Small Cap C (BAAS): XBC Advisor Intl Small Cap C belongs to the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor China Region A (CCXR): XBC Advisor China Region A operates in the China Region category. It has a Year-to-Date (YTD) Total Return of -4.08%, ranking it as the twelfth performer in its category with a Rank 12. The fee level distribution is Low, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor China Region A (CCXR): XBC Advisor China Region A operates in the China Region category. It has a Year-to-Date (YTD) Total Return of -4.", "source": "XBC data"}, {"Input": "XBC Advisor China Region M (XBXX): XBC Advisor China Region M belongs to the China Region category. It has a Year-to-Date (YTD) Total Return of -4.08%, ranking it as the twelfth performer in its category with a Rank 12. The Adjusted Expense Ratio for the fund is 1.47%, indicating an Above Average fee level distribution. The share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor China Region M (XBXX): XBC Advisor China Region M belongs to the China Region category. It has a Year-to-Date (YTD) Total Return of -4.", "source": "XBC data"}, {"Input": "XBC Small Cap Growth K6 (XGXXK): XBC Small Cap Growth K6 falls under the Small Growth category. It has a Year-to-Date (YTD) Total Return of -1.59%, ranking it as the twelfth performer in its category with a Rank 12. The fee level distribution is Low, and the share class type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Small Cap Growth K6 (XGXXK): XBC Small Cap Growth K6 falls under the Small Growth category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Glbl Capital Apprec I (ABGCA): XBC Advisor Glbl Capital Apprec I operates in the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.49%, ranking it as the twelfth performer in its category with a Rank 12. The Adjusted Expense Ratio for the fund is 0.89%, indicating an Above Average fee level distribution. The share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Glbl Capital Apprec I (ABGCA): XBC Advisor Glbl Capital Apprec I operates in the Global Large-Stock Growth category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Global Credit M (AGXCB) operates in the Global Bond-USD Hedged category, displaying a Year-to-Date (YTD) Total Return of -0.53%. It ranks 12th in its category with a Rank 12. The Adjusted Expense Ratio for the fund is 0.75%, indicating a Low fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Global Credit M (AGXCB) operates in the Global Bond-USD Hedged category, displaying a Year-to-Date (YTD) Total Return of -0.53%.", "source": "XBC data"}, {"Input": "XBC Advisor Sust Interm Muni Inc I (XAII) falls under the Muni National Interm category, reporting a YTD Total Return of 0.07%. It ranks 12th in its category with a Rank 12 and has an Adjusted Expense Ratio of 0.37%, suggesting a Low fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Sust Interm Muni Inc I (XAII) falls under the Muni National Interm category, reporting a YTD Total Return of 0.07%.", "source": "XBC data"}, {"Input": "XBC Sustainable Itmt Muncpl Inc (BXIM) operates in the Muni National Interm category, with a YTD Total Return of 0.07%. It ranks 12th in its category with a Rank 12. The Adjusted Expense Ratio is 0.37%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Sustainable Itmt Muncpl Inc (BXIM) operates in the Muni National Interm category, with a YTD Total Return of 0.07%.", "source": "XBC data"}, {"Input": "XBC Advisor China Region I (RCIR) operates in the China Region category, showcasing a YTD Total Return of -4.09%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 0.94%, signifying a Below Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor China Region I (RCIR) operates in the China Region category, showcasing a YTD Total Return of -4.09%.", "source": "XBC data"}, {"Input": "XBC China Region (CBXC) operates in the China Region category, displaying a YTD Total Return of -4.09%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 0.95%, indicating a Below Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC China Region (CBXC) operates in the China Region category, displaying a YTD Total Return of -4.09%.", "source": "XBC data"}, {"Input": "XBC Advisor China Region C (XCCBC) operates in the China Region category, reporting a YTD Total Return of -4.10%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 1.97%, suggesting a Below Average fee level distribution. The load type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor China Region C (XCCBC) operates in the China Region category, reporting a YTD Total Return of -4.10%.", "source": "XBC data"}, {"Input": "XBC Advisor Small Cap Growth A (SCXA) falls under the Small Growth category, with a YTD Total Return of -1.61%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 1.32%, indicating an Above Average fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Small Cap Growth A (SCXA) falls under the Small Growth category, with a YTD Total Return of -1.61%.", "source": "XBC data"}, {"Input": "XBC Advisor Small Cap Growth I (IGCB), in the Small Growth category, reports a YTD Total Return of -1.59%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 1.07%, signifying a High fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Small Cap Growth I (IGCB), in the Small Growth category, reports a YTD Total Return of -1.59%.", "source": "XBC data"}, {"Input": "XBC Advisor Small Cap Growth M (ACGBC) operates in the Small Growth category, showcasing a YTD Total Return of -1.63%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 1.58%, indicating a High fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Small Cap Growth M (ACGBC) operates in the Small Growth category, showcasing a YTD Total Return of -1.63%.", "source": "XBC data"}, {"Input": "XBC Advisor Small Cap Growth Z (ACAS), in the Small Growth category, reports a YTD Total Return of -1.62%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 0.93%, suggesting an Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Small Cap Growth Z (ACAS), in the Small Growth category, reports a YTD Total Return of -1.62%.", "source": "XBC data"}, {"Input": "XBC Small Cap Growth (SCSCC), in the Small Growth category, displays a YTD Total Return of -1.63%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 1.05%, signifying an Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Small Cap Growth (SCSCC), in the Small Growth category, displays a YTD Total Return of -1.63%.", "source": "XBC data"}, {"Input": "Select Retailing (SRSS) operates in the Consumer Cyclical category, showcasing a YTD Total Return of -1.33%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 0.72%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "Select Retailing (SRSS) operates in the Consumer Cyclical category, showcasing a YTD Total Return of -1.33%.", "source": "XBC data"}, {"Input": "Strategic Advisers Small-Mid Cap (CSSCS) falls under the Small Blend category, reporting a YTD Total Return of -2.00%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 0.43%, suggesting a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "Strategic Advisers Small-Mid Cap (CSSCS) falls under the Small Blend category, reporting a YTD Total Return of -2.00%.", "source": "XBC data"}, {"Input": "XBC Advisor Glbl Capital Apprec A (CXGA) operates in the Global Large-Stock Growth category, with a YTD Total Return of -0.53%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 1.20%, indicating an Above Average fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Glbl Capital Apprec A (CXGA) operates in the Global Large-Stock Growth category, with a YTD Total Return of -0.53%.", "source": "XBC data"}, {"Input": "XBC Advisor Glbl Capital Apprec M (AMGX), also in the Global Large-Stock Growth category, reports a YTD Total Return of -0.52%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 1.45%, signifying a High fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Glbl Capital Apprec M (AMGX), also in the Global Large-Stock Growth category, reports a YTD Total Return of -0.52%.", "source": "XBC data"}, {"Input": "XBC Advisor Sust Interm Muni Inc A (MAIBI) operates in the Muni National Interm category, showcasing a YTD Total Return of 0.07%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 0.62%, indicating a Low fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Sust Interm Muni Inc A (MAIBI) operates in the Muni National Interm category, showcasing a YTD Total Return of 0.07%.", "source": "XBC data"}, {"Input": "Muni Inc M (SSMX), in the Muni National Interm category, reports a YTD Total Return of 0.07%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 0.62%, signifying a Low fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "Muni Inc M (SSMX), in the Muni National Interm category, reports a YTD Total Return of 0.07%.", "source": "XBC data"}, {"Input": "XBC Advisor Floating Rate Hi Inc Z (ZIHAB) operates in the Bank Loan category, displaying a YTD Total Return of 0.31%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 0.62%, indicating a Low fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Floating Rate Hi Inc Z (ZIHAB) operates in the Bank Loan category, displaying a YTD Total Return of 0.31%.", "source": "XBC data"}, {"Input": "XBC U.S. Sustainability Index (CSIXS) falls under the Large Blend category, with a YTD Total Return of 0.05%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 0.11%, signifying a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC U.S.", "source": "XBC data"}, {"Input": "XBC Natural Resources Fund (FNNRX) operates in the Equity Energy category, showcasing a YTD Total Return of -1.45%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 0.77%, indicating a Below Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Natural Resources Fund (FNNRX) operates in the Equity Energy category, showcasing a YTD Total Return of -1.45%.", "source": "XBC data"}, {"Input": "XBC Advisor Small Cap Growth C (GAGSC), in the Small Growth category, reports a YTD Total Return of -1.66%. It ranks 14th in its category with a Rank 14 and has an Adjusted Expense Ratio of 2.08%, suggesting an Above Average fee level distribution.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Small Cap Growth C (GAGSC), in the Small Growth category, reports a YTD Total Return of -1.66%.", "source": "XBC data"}, {"Input": "XBC Blue Chip Growth (BCCB) operates in the Large Growth category, displaying a YTD Total Return of -0.07%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 0.69%, indicating a Below Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Blue Chip Growth (BCCB) operates in the Large Growth category, displaying a YTD Total Return of -0.07%.", "source": "XBC data"}, {"Input": "XBC Blue Chip Growth K (BGKX), also in the Large Growth category, reports a YTD Total Return of -0.07%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 0.59%, signifying an Average fee level distribution. The load type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Blue Chip Growth K (BGKX), also in the Large Growth category, reports a YTD Total Return of -0.07%.", "source": "XBC data"}, {"Input": "XBC Advisor Glbl Capital Apprec C (BCCC) operates in the Global Large-Stock Growth category, with a YTD Total Return of -0.55%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 1.96%, indicating a High fee level distribution. The load type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Glbl Capital Apprec C (BCCC) operates in the Global Large-Stock Growth category, with a YTD Total Return of -0.55%.", "source": "XBC data"}, {"Input": "XBC Advisor NY Municipal Inc Z (NBANY) falls under the Muni New York Long category, reporting a YTD Total Return of -0.01%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 0.43%, signifying a Low fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor NY Municipal Inc Z (NBANY) falls under the Muni New York Long category, reporting a YTD Total Return of -0.01%.", "source": "XBC data"}, {"Input": "XBC New York Municipal Income (YXXX), in the Muni New York Long category, displays a YTD Total Return of -0.01%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 0.47%, suggesting a Below Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC New York Municipal Income (YXXX), in the Muni New York Long category, displays a YTD Total Return of -0.01%.", "source": "XBC data"}, {"Input": "XBC Freedom Index 2005 Instl Prem (CBFPI) operates in the Target-Date 2000-2010 category, showcasing a YTD Total Return of -0.64%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 0.08%, indicating a Low fee level distribution. The load type is Institutional, with a $5.0 Mil investment.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Freedom Index 2005 Instl Prem (CBFPI) operates in the Target-Date 2000-2010 category, showcasing a YTD Total Return of -0.64%.", "source": "XBC data"}, {"Input": "XBC Freedom Index 2005 Premier (XPFF), also in the Target-Date 2000-2010 category, reports a YTD Total Return of -0.64%. It ranks 15th in its category with a Rank 15. The Adjusted Expense Ratio is 0.06%, signifying a Low fee level distribution. The load type is Institutional, with a $2.0 Bil investment.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Freedom Index 2005 Premier (XPFF), also in the Target-Date 2000-2010 category, reports a YTD Total Return of -0.64%.", "source": "XBC data"}, {"Input": "XBC Blue Chip Value (VCCV) operates in the Large Value category, displaying a Year-to-Date (YTD) Total Return of 0.44%. It ranks 15th in its category with a Rank 15. The Adjusted Expense Ratio for the fund is 0.80%, indicating an Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Blue Chip Value (VCCV) operates in the Large Value category, displaying a Year-to-Date (YTD) Total Return of 0.44%.", "source": "XBC data"}, {"Input": "XBC Advisor Value Leaders C (VVVC) falls under the Large Value category, reporting a YTD Total Return of 0.43%. It ranks 15th in its category with a Rank 15 and has an Adjusted Expense Ratio of 1.90%, suggesting an Above Average fee level distribution. The load type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Value Leaders C (VVVC) falls under the Large Value category, reporting a YTD Total Return of 0.43%.", "source": "XBC data"}, {"Input": "XBC Advisor Balanced I (CICC) operates in the Moderate Allocation category, showcasing a YTD Total Return of -0.37%. It ranks 16th in its category with a Rank 16. The Adjusted Expense Ratio is 0.57%, indicating a Low fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Balanced I (CICC) operates in the Moderate Allocation category, showcasing a YTD Total Return of -0.37%.", "source": "XBC data"}, {"Input": "XBC Advisor Balanced Z (BBBCA) operates in the Moderate Allocation category, displaying a YTD Total Return of -0.37%. It ranks 16th in its category with a Rank 16. The Adjusted Expense Ratio is 0.45%, signifying a Low fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Balanced Z (BBBCA) operates in the Moderate Allocation category, displaying a YTD Total Return of -0.37%.", "source": "XBC data"}, {"Input": "XBC Strategic Real Return K6 (BSKBX) operates in the Moderately Conservative Allocation category, showcasing a YTD Total Return of -0.48%. It ranks 16th in its category with a Rank 16. The Adjusted Expense Ratio is 0.51%, indicating a Below Average fee level distribution. The load type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Strategic Real Return K6 (BSKBX) operates in the Moderately Conservative Allocation category, showcasing a YTD Total Return of -0.48%.", "source": "XBC data"}, {"Input": "XBC Advisor Floating Rate Hi Inc M (HHMFI) operates in the Bank Loan category, displaying a YTD Total Return of 0.31%. It ranks 16th in its category with a Rank 16. The Adjusted Expense Ratio is 0.96%, indicating a Low fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Floating Rate Hi Inc M (HHMFI) operates in the Bank Loan category, displaying a YTD Total Return of 0.31%.", "source": "XBC data"}, {"Input": "XBC Advisor Small Cap Value A (SVCS) falls under the Small Value category, with a YTD Total Return of -1.94%. It ranks 16th in its category with a Rank 16. The Adjusted Expense Ratio is 1.30%, indicating an Above Average fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Small Cap Value A (SVCS) falls under the Small Value category, with a YTD Total Return of -1.94%.", "source": "XBC data"}, {"Input": "XBC Balanced K6 (XBCX) operates in the Moderate Allocation category, showcasing a YTD Total Return of -0.35%. It ranks 16th in its category with a Rank 16. The Adjusted Expense Ratio is 0.32%, signifying a Low fee level distribution. The load type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Balanced K6 (XBCX) operates in the Moderate Allocation category, showcasing a YTD Total Return of -0.35%.", "source": "XBC data"}, {"Input": "XBC Small Cap Value (SSVCS) operates in the Small Value category, displaying a YTD Total Return of -1.92%. It ranks 16th in its category with a Rank 16. The Adjusted Expense Ratio is 1.04%, indicating an Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Small Cap Value (SSVCS) operates in the Small Value category, displaying a YTD Total Return of -1.92%.", "source": "XBC data"}, {"Input": "XBC Advisor NY Municipal Inc I (MAAN) operates in the Muni New York Long category, showcasing a YTD Total Return of -0.02%. It ranks 16th in its category with a Rank 16. The Adjusted Expense Ratio is 0.54%, indicating an Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor NY Municipal Inc I (MAAN) operates in the Muni New York Long category, showcasing a YTD Total Return of -0.02%.", "source": "XBC data"}, {"Input": "XBC Advisor Balanced M (CXBBB) operates in the Moderate Allocation category, reporting a YTD Total Return of -0.37%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 1.07%, suggesting an Average fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Balanced M (CXBBB) operates in the Moderate Allocation category, reporting a YTD Total Return of -0.37%.", "source": "XBC data"}, {"Input": "XBC Balanced (XBXB) operates in the Moderate Allocation category, displaying a YTD Total Return of -0.37%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 0.51%, indicating a Below Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Balanced (XBXB) operates in the Moderate Allocation category, displaying a YTD Total Return of -0.37%.", "source": "XBC data"}, {"Input": "XBC Balanced K (CBXXB) operates in the Moderate Allocation category, showcasing a YTD Total Return of -0.37%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 0.43%, signifying a Low fee level distribution. The load type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Balanced K (CBXXB) operates in the Moderate Allocation category, showcasing a YTD Total Return of -0.37%.", "source": "XBC data"}, {"Input": "XBC Advisor Small Cap Value I (CCXXB) falls under the Small Value category, reporting a YTD Total Return of -1.97%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 1.03%, indicating an Above Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Small Cap Value I (CCXXB) falls under the Small Value category, reporting a YTD Total Return of -1.97%.", "source": "XBC data"}, {"Input": "XBC Advisor Small Cap Value M (SBBV) operates in the Small Value category, showcasing a YTD Total Return of -1.97%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 1.54%, signifying a High fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Small Cap Value M (SBBV) operates in the Small Value category, showcasing a YTD Total Return of -1.97%.", "source": "XBC data"}, {"Input": "XBC Advisor Small Cap Value Z (CXXC) operates in the Small Value category, displaying a YTD Total Return of -1.97%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 0.90%, indicating a Below Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Small Cap Value Z (CXXC) operates in the Small Value category, displaying a YTD Total Return of -1.97%.", "source": "XBC data"}, {"Input": "XBC Advisor Strategic Real Ret Z (SBRS) operates in the Moderately Conservative Allocation category, with a YTD Total Return of -0.48%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 0.61%, signifying a Below Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Strategic Real Ret Z (SBRS) operates in the Moderately Conservative Allocation category, with a YTD Total Return of -0.48%.", "source": "XBC data"}, {"Input": "XBC Advisor Strategic Real Ret I (BSIIR) operates in the Moderately Conservative Allocation category, reporting a YTD Total Return of -0.48%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 0.70%, indicating an Average fee level distribution.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Strategic Real Ret I (BSIIR) operates in the Moderately Conservative Allocation category, reporting a YTD Total Return of -0.48%.", "source": "XBC data"}, {"Input": "XBC Strategic Real Return (RBCRX) operates in the Moderately Conservative Allocation category, showcasing a YTD Total Return of -0.48%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 0.70%, signifying an Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Strategic Real Return (RBCRX) operates in the Moderately Conservative Allocation category, showcasing a YTD Total Return of -0.48%.", "source": "XBC data"}, {"Input": "Select Transportation (SSSSS) operates in the Industrials category, displaying a YTD Total Return of -1.58%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 0.76%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "Select Transportation (SSSSS) operates in the Industrials category, displaying a YTD Total Return of -1.58%.", "source": "XBC data"}, {"Input": "XBC Advisor Value Leaders A (BXVA) falls under the Large Value category, reporting a YTD Total Return of 0.42%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 1.15%, suggesting an Above Average fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Value Leaders A (BXVA) falls under the Large Value category, reporting a YTD Total Return of 0.42%.", "source": "XBC data"}, {"Input": "XBC Advisor Value Leaders I (BABV) operates in the Large Value category, showcasing a YTD Total Return of 0.42%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 0.90%, indicating a High fee level distribution.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Value Leaders I (BABV) operates in the Large Value category, showcasing a YTD Total Return of 0.42%.", "source": "XBC data"}, {"Input": "XBC Advisor Value Leaders M (ALVVL) operates in the Large Value category, displaying a YTD Total Return of 0.42%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 1.40%, signifying a High fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Value Leaders M (ALVVL) operates in the Large Value category, displaying a YTD Total Return of 0.42%.", "source": "XBC data"}, {"Input": "XBC Advisor Balanced A (AAAAC) operates in the Moderate Allocation category, showcasing a YTD Total Return of -0.38%. It ranks 18th in its category with a Rank 18. The Adjusted Expense Ratio is 0.82%, indicating a Low fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Balanced A (AAAAC) operates in the Moderate Allocation category, showcasing a YTD Total Return of -0.38%.", "source": "XBC data"}, {"Input": "XBC Series Blue Chip Growth (GSGSC) operates in the Large Growth category, displaying a YTD Total Return of -0.13%. It ranks 18th in its category with a Rank 18. The Adjusted Expense Ratio is not provided, and the load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Series Blue Chip Growth (GSGSC) operates in the Large Growth category, displaying a YTD Total Return of -0.13%.", "source": "XBC data"}, {"Input": "Select Construction & Hsg Port (PHSSP) operates in the Consumer Cyclical category, showcasing a YTD Total Return of -1.45%. It ranks 18th in its category with a Rank 18. The Adjusted Expense Ratio is 0.77%, indicating a Below Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "Select Construction & Hsg Port (PHSSP) operates in the Consumer Cyclical category, showcasing a YTD Total Return of -1.45%.", "source": "XBC data"}, {"Input": "XBC Advisor Balanced C (BBBBC) operates in the Moderate Allocation category, displaying a YTD Total Return of -0.38%. It ranks 18th in its category with a Rank 18. The Adjusted Expense Ratio is 1.57%, signifying a Below Average fee level distribution. The load type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Balanced C (BBBBC) operates in the Moderate Allocation category, displaying a YTD Total Return of -0.38%.", "source": "XBC data"}, {"Input": "XBC Advisor Small Cap Value C (BCBCC) falls under the Small Value category, reporting a YTD Total Return of -2.01%. It ranks 18th in its category with a Rank 18. The Adjusted Expense Ratio is 2.06%, indicating an Above Average fee level distribution. The load type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Small Cap Value C (BCBCC) falls under the Small Value category, reporting a YTD Total Return of -2.01%.", "source": "XBC data"}, {"Input": "XBC Select Technology (CSTB) operates in the Technology category, showcasing a YTD Total Return of -0.88%. It ranks 18th in its category with a Rank 18. The Adjusted Expense Ratio is 0.70%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Select Technology (CSTB) operates in the Technology category, showcasing a YTD Total Return of -0.88%.", "source": "XBC data"}, {"Input": "XBC Advisor Large Cap C (AAAC) operates in the Large Blend category, displaying a Year-to-Date (YTD) Total Return of -0.12%. It ranks 23rd in its category with a Rank 23. The Adjusted Expense Ratio for the fund is 1.69%, indicating an Average fee level distribution.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Large Cap C (AAAC) operates in the Large Blend category, displaying a Year-to-Date (YTD) Total Return of -0.12%.", "source": "XBC data"}, {"Input": "XBC Flex US Bond Index (BXXS) operates in the Intermediate Core Bond category, showcasing a YTD Total Return of -0.68%. It ranks 23rd in its category with a Rank 23. The Adjusted Expense Ratio is not provided, and the load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Flex US Bond Index (BXXS) operates in the Intermediate Core Bond category, showcasing a YTD Total Return of -0.68%.", "source": "XBC data"}, {"Input": "XBC Large Cap Stock (LCXXX) operates in the Large Blend category, displaying a YTD Total Return of -0.11%. It ranks 23rd in its category with a Rank 23. The Adjusted Expense Ratio is 0.76%, indicating an Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Large Cap Stock (LCXXX) operates in the Large Blend category, displaying a YTD Total Return of -0.11%.", "source": "XBC data"}, {"Input": "XBC Series Value Discovery (VSXBV) operates in the Large Value category, reporting a YTD Total Return of 0.27%. It ranks 23rd in its category with a Rank 23. The Adjusted Expense Ratio is not provided, and the load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Series Value Discovery (VSXBV) operates in the Large Value category, reporting a YTD Total Return of 0.27%.", "source": "XBC data"}, {"Input": "XBC Advisor Capital Development C (DXCCX) operates in the Large Blend category, showcasing a YTD Total Return of -0.11%. It ranks 23rd in its category with a Rank 23. The Adjusted Expense Ratio is 1.76%, indicating an Average fee level distribution. The load type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Capital Development C (DXCCX) operates in the Large Blend category, showcasing a YTD Total Return of -0.11%.", "source": "XBC data"}, {"Input": "XBC Advisor Stock Selector Sm Cp M (BSSXM) operates in the Small Blend category, displaying a YTD Total Return of -2.25%. It ranks 24th in its category with a Rank 24. The Adjusted Expense Ratio is 1.49%, indicating a High fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Stock Selector Sm Cp M (BSSXM) operates in the Small Blend category, displaying a YTD Total Return of -2.25%.", "source": "XBC data"}, {"Input": "XBC Advisor Technology C (CXCBT) operates in the Technology category, showcasing a YTD Total Return of -0.99%. It ranks 24th in its category with a Rank 24. The Adjusted Expense Ratio is 1.75%, indicating a Low fee level distribution. The load type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Technology C (CXCBT) operates in the Technology category, showcasing a YTD Total Return of -0.99%.", "source": "XBC data"}, {"Input": "Select Leisure (LSSSS) operates in the Consumer Cyclical category, displaying a YTD Total Return of -1.52%. It ranks 24th in its category with a Rank 24. The Adjusted Expense Ratio is 0.74%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "Select Leisure (LSSSS) operates in the Consumer Cyclical category, displaying a YTD Total Return of -1.52%.", "source": "XBC data"}, {"Input": "XBC Advisor Equity Value I (BCVEB) operates in the Large Value category, showcasing a YTD Total Return of 0.26%. It ranks 24th in its category with a Rank 24. The Adjusted Expense Ratio is 0.90%, indicating a High fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Equity Value I (BCVEB) operates in the Large Value category, showcasing a YTD Total Return of 0.26%.", "source": "XBC data"}, {"Input": "XBC Advisor Equity Value Z (AXXCV) operates in the Large Value category, displaying a YTD Total Return of 0.26%. It ranks 24th in its category with a Rank 24. The Adjusted Expense Ratio is 0.75%, indicating an Above Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Equity Value Z (AXXCV) operates in the Large Value category, displaying a YTD Total Return of 0.26%.", "source": "XBC data"}, {"Input": "XBC Advisor Large Cap M (ACXC) operates in the Large Blend category, showcasing a YTD Total Return of -0.12%. It ranks 24th in its category with a Rank 24. The Adjusted Expense Ratio is 1.17%, indicating an Above Average fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Large Cap M (ACXC) operates in the Large Blend category, showcasing a YTD Total Return of -0.12%.", "source": "XBC data"}, {"Input": "XBC Advisor Short-Term Bd I (TBIX) operates in the Short-Term Bond category, displaying a YTD Total Return of -0.03%. It ranks 24th in its category with a Rank 24. The Adjusted Expense Ratio is 0.30%, indicating a Low fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Short-Term Bd I (TBIX) operates in the Short-Term Bond category, displaying a YTD Total Return of -0.03%.", "source": "XBC data"}, {"Input": "XBC Advisor Short-Term Bond Z (XSZZZ) operates in the Short-Term Bond category, showcasing a YTD Total Return of -0.03%. It ranks 24th in its category with a Rank 24. The Adjusted Expense Ratio is 0.25%, indicating a Low fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Short-Term Bond Z (XSZZZ) operates in the Short-Term Bond category, showcasing a YTD Total Return of -0.03%.", "source": "XBC data"}, {"Input": "XBC Short-Term Bond (SSTXB) operates in the Short-Term Bond category, displaying a YTD Total Return of -0.03%. It ranks 24th in its category with a Rank 24. The Adjusted Expense Ratio is 0.30%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Short-Term Bond (SSTXB) operates in the Short-Term Bond category, displaying a YTD Total Return of -0.03%.", "source": "XBC data"}, {"Input": "XBC Advisor Emerging Markets (XEBMA) operates in the Diversified Emerging Markets category, showcasing a YTD Total Return of -2.12%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is 0.90%, indicating a Below Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Emerging Markets (XEBMA) operates in the Diversified Emerging Markets category, showcasing a YTD Total Return of -2.12%.", "source": "XBC data"}, {"Input": "XBC Advisor Emerging Markets Z (ZZAMM) operates in the Diversified Emerging Markets category, displaying a YTD Total Return of -2.13%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is 0.77%, indicating a Low fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Emerging Markets Z (ZZAMM) operates in the Diversified Emerging Markets category, displaying a YTD Total Return of -2.13%.", "source": "XBC data"}, {"Input": "XBC Advisor Growth Opps I (GCCOA) operates in the Large Growth category, showcasing a YTD Total Return of -0.26%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is 0.64%, indicating a Below Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Growth Opps I (GCCOA) operates in the Large Growth category, showcasing a YTD Total Return of -0.26%.", "source": "XBC data"}, {"Input": "XBC Advisor Growth Opps Z (ZBZZO) operates in the Large Growth category, displaying a YTD Total Return of -0.26%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is 0.52%, indicating a Below Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Growth Opps Z (ZBZZO) operates in the Large Growth category, displaying a YTD Total Return of -0.26%.", "source": "XBC data"}, {"Input": "XBC Series International Index (IXBCI) operates in the Foreign Large Blend category, showcasing a YTD Total Return of -1.28%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is 0.01%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Series International Index (IXBCI) operates in the Foreign Large Blend category, showcasing a YTD Total Return of -1.28%.", "source": "XBC data"}, {"Input": "XBC Advisor Equity Value M (VEXAE) operates in the Large Value category, displaying a YTD Total Return of 0.22%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is 1.40%, indicating a High fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Equity Value M (VEXAE) operates in the Large Value category, displaying a YTD Total Return of 0.22%.", "source": "XBC data"}, {"Input": "XBC Series Bond Index (CBBB) operates in the Intermediate Core Bond category, showcasing a YTD Total Return of -0.69%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is not provided, and the load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Series Bond Index (CBBB) operates in the Intermediate Core Bond category, showcasing a YTD Total Return of -0.69%.", "source": "XBC data"}, {"Input": "XBC Value Discovery (CCDV) operates in the Large Value category, showcasing a YTD Total Return of 0.23%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is 0.84%, indicating an Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Value Discovery (CCDV) operates in the Large Value category, showcasing a YTD Total Return of 0.23%.", "source": "XBC data"}, {"Input": "XBC Value Discovery K (CDKVB) operates in the Large Value category, displaying a YTD Total Return of 0.23%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is 0.75%, indicating a High fee level distribution. The load type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Value Discovery K (CDKVB) operates in the Large Value category, displaying a YTD Total Return of 0.23%.", "source": "XBC data"}, {"Input": "XBC Advisor Equity Value C (AAVCC) operates in the Large Value category, showcasing a YTD Total Return of 0.23%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is 1.90%, indicating an Above Average fee level distribution. The load type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Equity Value C (AAVCC) operates in the Large Value category, showcasing a YTD Total Return of 0.23%.", "source": "XBC data"}, {"Input": "XBC Advisor Global Equity Inc Z (AAGIC) operates in the Global Large-Stock Blend category, displaying a YTD Total Return of -0.65%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.90%, indicating an Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Global Equity Inc Z (AAGIC) operates in the Global Large-Stock Blend category, displaying a YTD Total Return of -0.65%.", "source": "XBC data"}, {"Input": "XBC Advisor Emerging Markets A (MEMC) operates in the Diversified Emerging Markets category, showcasing a YTD Total Return of -2.13%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 1.18%, indicating a Low fee level distribution.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Emerging Markets A (MEMC) operates in the Diversified Emerging Markets category, showcasing a YTD Total Return of -2.13%.", "source": "XBC data"}, {"Input": "XBC Advisor Emerging Markets I (AMAMC) operates in the Diversified Emerging Markets category, displaying a YTD Total Return of -2.13%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.92%, indicating a Below Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Emerging Markets I (AMAMC) operates in the Diversified Emerging Markets category, displaying a YTD Total Return of -2.13%.", "source": "XBC data"}, {"Input": "XBC Advisor Emerging Markets K (CKMC) operates in the Diversified Emerging Markets category, showcasing a YTD Total Return of -2.15%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.77%, indicating a Low fee level distribution. The load type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Emerging Markets K (CKMC) operates in the Diversified Emerging Markets category, showcasing a YTD Total Return of -2.15%.", "source": "XBC data"}, {"Input": "XBC Advisor Emerging Markets M (BECM) operates in the Diversified Emerging Markets category, displaying a YTD Total Return of -2.16%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 1.42%, indicating an Above Average fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Emerging Markets M (BECM) operates in the Diversified Emerging Markets category, displaying a YTD Total Return of -2.16%.", "source": "XBC data"}, {"Input": "XBC Advisor Growth Opps A (BAAA) operates in the Large Growth category, showcasing a YTD Total Return of -0.27%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.89%, indicating a Low fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Growth Opps A (BAAA) operates in the Large Growth category, showcasing a YTD Total Return of -0.27%.", "source": "XBC data"}, {"Input": "XBC Advisor Growth Opps C (BCCB) operates in the Large Growth category, showcasing a YTD Total Return of -0.28%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 1.65%, indicating a Below Average fee level distribution. The load type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Growth Opps C (BCCB) operates in the Large Growth category, showcasing a YTD Total Return of -0.28%.", "source": "XBC data"}, {"Input": "XBC Advisor Growth Opps M (OGMAB) operates in the Large Growth category, displaying a YTD Total Return of -0.27%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 1.13%, indicating an Above Average fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Growth Opps M (OGMAB) operates in the Large Growth category, displaying a YTD Total Return of -0.27%.", "source": "XBC data"}, {"Input": "XBC Advisor International Discv I (ACII) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.81%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.67%, indicating a High fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor International Discv I (ACII) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.81%.", "source": "XBC data"}, {"Input": "XBC Advisor International Discv Z (CBCAZ) operates in the Foreign Large Growth category, displaying a YTD Total Return of -1.81%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.55%, indicating an Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor International Discv Z (CBCAZ) operates in the Foreign Large Growth category, displaying a YTD Total Return of -1.81%.", "source": "XBC data"}, {"Input": "XBC International Discovery (CDCB) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.80%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.65%, indicating a Below Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC International Discovery (CDCB) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.80%.", "source": "XBC data"}, {"Input": "XBC International Discovery K (XBDC) operates in the Foreign Large Growth category, displaying a YTD Total Return of -1.81%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.55%, indicating an Above Average fee level distribution. The load type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC International Discovery K (XBDC) operates in the Foreign Large Growth category, displaying a YTD Total Return of -1.81%.", "source": "XBC data"}, {"Input": "XBC Advisor Short-Term Bd A (CATC) operates in the Short-Term Bond category, showcasing a YTD Total Return of -0.04%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.50%, indicating a Low fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Short-Term Bd A (CATC) operates in the Short-Term Bond category, showcasing a YTD Total Return of -0.04%.", "source": "XBC data"}, {"Input": "XBC Advisor Short-Term Bd M (TXAS) operates in the Short-Term Bond category, displaying a YTD Total Return of -0.04%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.50%, indicating a Low fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Short-Term Bd M (TXAS) operates in the Short-Term Bond category, displaying a YTD Total Return of -0.04%.", "source": "XBC data"}, {"Input": "XBC Freedom Index Income Investor (CXXIC) operates in the Target-Date Retirement category, showcasing a YTD Total Return of -0.61%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.12%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Freedom Index Income Investor (CXXIC) operates in the Target-Date Retirement category, showcasing a YTD Total Return of -0.61%.", "source": "XBC data"}, {"Input": "XBC Advisor Emerging Markets C (CCEBX) operates in the Diversified Emerging Mkts category, displaying a YTD Total Return of -2.16%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 1.93%, indicating a Below Average fee level distribution. The load type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Emerging Markets C (CCEBX) operates in the Diversified Emerging Mkts category, displaying a YTD Total Return of -2.16%.", "source": "XBC data"}, {"Input": "XBC Advisor Emerging Asia Z (XCBXC) operates in the Pacific/Asia ex-Japan Stk category, showcasing a YTD Total Return of -2.93%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 0.86%, indicating a Low fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Emerging Asia Z (XCBXC) operates in the Pacific/Asia ex-Japan Stk category, showcasing a YTD Total Return of -2.93%.", "source": "XBC data"}, {"Input": "XBC Connecticut Municipal Income (CIMMM) operates in the Muni Single State Long category, displaying a YTD Total Return of -0.03%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 0.49%, indicating a Below Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Connecticut Municipal Income (CIMMM) operates in the Muni Single State Long category, displaying a YTD Total Return of -0.03%.", "source": "XBC data"}, {"Input": "XBC Emerging Asia (CEBAC) operates in the Pacific/Asia ex-Japan Stk category, showcasing a YTD Total Return of -2.90%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 0.87%, indicating a Below Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Emerging Asia (CEBAC) operates in the Pacific/Asia ex-Japan Stk category, showcasing a YTD Total Return of -2.90%.", "source": "XBC data"}, {"Input": "XBC Advisor International Discv A (XDBDD) operates in the Foreign Large Growth category, displaying a YTD Total Return of -1.82%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 0.96%, indicating an Above Average fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor International Discv A (XDBDD) operates in the Foreign Large Growth category, displaying a YTD Total Return of -1.82%.", "source": "XBC data"}, {"Input": "XBC Advisor International Discv M (DDXMB) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.83%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 1.21%, indicating a High fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor International Discv M (DDXMB) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.83%.", "source": "XBC data"}, {"Input": "XBC Freedom Index Income Premier (BIXI) operates in the Target-Date Retirement category, showcasing a YTD Total Return of -0.61%. It ranks 27th in its category with a Rank27. The Adjusted Expense Ratio is 0.06%, indicating a Low fee level distribution. The load type is Institutional, and the minimum investment is $2.0 Bil.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Freedom Index Income Premier (BIXI) operates in the Target-Date Retirement category, showcasing a YTD Total Return of -0.61%.", "source": "XBC data"}, {"Input": "XBC Agricultural Productivity (AXPPP) operates in the Natural Resources category, showcasing a YTD Total Return of -2.13%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 0.95%, indicating a Below Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Agricultural Productivity (AXPPP) operates in the Natural Resources category, showcasing a YTD Total Return of -2.13%.", "source": "XBC data"}, {"Input": "XBC International Bond Index (CIIX) operates in the Global Bond-USD Hedged category, displaying a YTD Total Return of -0.65%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 0.06%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC International Bond Index (CIIX) operates in the Global Bond-USD Hedged category, displaying a YTD Total Return of -0.65%.", "source": "XBC data"}, {"Input": "XBC Advisor International Discv C (BAXI) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.83%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 1.71%, indicating a High fee level distribution. The load type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor International Discv C (BAXI) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.83%.", "source": "XBC data"}, {"Input": "XBC Freedom Index Inc Instl Prem (BIIPI) operates in the Target-Date Retirement category, showcasing a YTD Total Return of -0.61%. It ranks 27th in its category with a Rank 27. The Adjusted Expense Ratio is 0.08%, indicating a Low fee level distribution. The load type is Institutional, and the minimum investment is $5.0 Mil.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Freedom Index Inc Instl Prem (BIIPI) operates in the Target-Date Retirement category, showcasing a YTD Total Return of -0.61%.", "source": "XBC data"}, {"Input": "XBC Advisor High Income Advtg A (BABHB) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.42%. It ranks 28th in its category with a Rank 28. The Adjusted Expense Ratio is 1.00%, indicating an Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor High Income Advtg A (BABHB) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.42%.", "source": "XBC data"}, {"Input": "XBC Advisor High Income Advtg M (BAHCI) operates in the High Yield Bond category, displaying a YTD Total Return of -0.42%. It ranks 28th in its category with a Rank 28. The Adjusted Expense Ratio is 1.00%, indicating an Average fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor High Income Advtg M (BAHCI) operates in the High Yield Bond category, displaying a YTD Total Return of -0.42%.", "source": "XBC data"}, {"Input": "XBC Advisor Intl Sm Cap Opps I (OCAI) operates in the Foreign Small/Mid Growth category, showcasing a YTD Total Return of -2.06%. It ranks 28th in its category with a Rank 28. The Adjusted Expense Ratio is 1.05%, indicating a High fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Intl Sm Cap Opps I (OCAI) operates in the Foreign Small/Mid Growth category, showcasing a YTD Total Return of -2.06%.", "source": "XBC data"}, {"Input": "XBC Series All-Sector Equity (ACAE) operates in the Large Blend category, showcasing a YTD Total Return of -0.19%. It ranks 28th in its category with a Rank 28. The Adjusted Expense Ratio is not provided, and the load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Series All-Sector Equity (ACAE) operates in the Large Blend category, showcasing a YTD Total Return of -0.19%.", "source": "XBC data"}, {"Input": "XBC Advisor Emerging Asia A (XBAAA) operates in the Pacific/Asia ex-Japan Stk category, displaying a YTD Total Return of -2.94%. It ranks 28th in its category with a Rank 28. The Adjusted Expense Ratio is 1.27%, indicating a Below Average fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Emerging Asia A (XBAAA) operates in the Pacific/Asia ex-Japan Stk category, displaying a YTD Total Return of -2.94%.", "source": "XBC data"}, {"Input": "XBC Advisor Short Dur Hi Inc I (XCDAA) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.42%. It ranks 28th in its category with a Rank 28. The Adjusted Expense Ratio is 0.75%, indicating an Above Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Short Dur Hi Inc I (XCDAA) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.42%.", "source": "XBC data"}, {"Input": "XBC Advisor Short Dur Hi Inc Z (HXDC) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.42%. It ranks 28th in its category with a Rank 28. The Adjusted Expense Ratio is 0.66%, indicating an Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Short Dur Hi Inc Z (HXDC) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.42%.", "source": "XBC data"}, {"Input": "XBC Flex Mid Cap Index (CCCCF) operates in the Mid-Cap Blend category, showcasing a YTD Total Return of -1.28%. It ranks 28th in its category with a Rank 28. The Adjusted Expense Ratio is not provided, and the load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Flex Mid Cap Index (CCCCF) operates in the Mid-Cap Blend category, showcasing a YTD Total Return of -1.28%.", "source": "XBC data"}, {"Input": "XBC Short Duration High Income (CHBS) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.42%. It ranks 28th in its category with a Rank 28. The Adjusted Expense Ratio is 0.75%, indicating an Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Short Duration High Income (CHBS) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.42%.", "source": "XBC data"}, {"Input": "XBC SAI International Qly Idx (XSXS) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.87%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 0.20%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC SAI International Qly Idx (XSXS) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.87%.", "source": "XBC data"}, {"Input": "Select Semiconductors (SSSS) operates in the Technology category, showcasing a YTD Total Return of -1.11%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 0.69%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "Select Semiconductors (SSSS) operates in the Technology category, showcasing a YTD Total Return of -1.11%.", "source": "XBC data"}, {"Input": "XBC Advisor Intl Sm Cap Opps Z (ICABC) operates in the Foreign Small/Mid Growth category, displaying a YTD Total Return of -2.06%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 0.89%, indicating an Above Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Intl Sm Cap Opps Z (ICABC) operates in the Foreign Small/Mid Growth category, displaying a YTD Total Return of -2.06%.", "source": "XBC data"}, {"Input": "XBC Advisor Municipal Income Z (AACZ) operates in the Muni National Long category, showcasing a YTD Total Return of -0.01%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 0.42%, indicating a Low fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Municipal Income Z (AACZ) operates in the Muni National Long category, showcasing a YTD Total Return of -0.01%.", "source": "XBC data"}, {"Input": "XBC Advisor Small Cap Z (SCXC) operates in the Small Blend category, displaying a YTD Total Return of -2.37%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 0.93%, indicating an Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Small Cap Z (SCXC) operates in the Small Blend category, displaying a YTD Total Return of -2.37%.", "source": "XBC data"}, {"Input": "XBC Municipal Income (IXMXI) operates in the Muni National Long category, showcasing a YTD Total Return of -0.01%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 0.46%, indicating a Below Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Municipal Income (IXMXI) operates in the Muni National Long category, showcasing a YTD Total Return of -0.01%.", "source": "XBC data"}, {"Input": "XBC Small Cap Discovery (CCBCC) operates in the Small Blend category, showcasing a YTD Total Return of -2.37%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 1.03%, indicating an Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Small Cap Discovery (CCBCC) operates in the Small Blend category, showcasing a YTD Total Return of -2.37%.", "source": "XBC data"}, {"Input": "Strategic Advisers International (SASAS) operates in the Foreign Large Blend category, showcasing a YTD Total Return of -1.31%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 0.50%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "Strategic Advisers International (SASAS) operates in the Foreign Large Blend category, showcasing a YTD Total Return of -1.31%.", "source": "XBC data"}, {"Input": "XBC Advisor Emerging Asia M (MCBE) operates in the Pacific/Asia ex-Japan Stk category, displaying a YTD Total Return of -2.95%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 1.52%, indicating an Above Average fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Emerging Asia M (MCBE) operates in the Pacific/Asia ex-Japan Stk category, displaying a YTD Total Return of -2.95%.", "source": "XBC data"}, {"Input": "XBC Value Discovery K6 (DVCXV) operates in the Large Value category, showcasing a YTD Total Return of 0.17%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 0.45%, indicating a Low fee level distribution. The load type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Value Discovery K6 (DVCXV) operates in the Large Value category, showcasing a YTD Total Return of 0.17%.", "source": "XBC data"}, {"Input": "XBC Advisor Short Dur Hi Inc A (SBHA) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.43%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 1.00%, indicating an Average fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Short Dur Hi Inc A (SBHA) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.43%.", "source": "XBC data"}, {"Input": "XBC Advisor Short Dur Hi Inc M (XMXD) operates in the High Yield Bond category, displaying a YTD Total Return of -0.43%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 1.00%, indicating an Average fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Short Dur Hi Inc M (XMXD) operates in the High Yield Bond category, displaying a YTD Total Return of -0.43%.", "source": "XBC data"}, {"Input": "XBC Advisor Short-Term Bd C (CBBS) operates in the Short-Term Bond category, showcasing a YTD Total Return of -0.06%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 1.36%, indicating a Below Average fee level distribution. The load type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Short-Term Bd C (CBBS) operates in the Short-Term Bond category, showcasing a YTD Total Return of -0.06%.", "source": "XBC data"}, {"Input": "XBC Advisor Series Small Cap (CCXSA) operates in the Small Blend category, showcasing a YTD Total Return of -2.39%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is not provided, and the load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Series Small Cap (CCXSA) operates in the Small Blend category, showcasing a YTD Total Return of -2.39%.", "source": "XBC data"}, {"Input": "XBC Advisor Emerging Asia I (EIBAB) operates in the Pacific/Asia ex-Japan Stk category, showcasing a YTD Total Return of -2.95%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 0.99%, indicating a Below Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Emerging Asia I (EIBAB) operates in the Pacific/Asia ex-Japan Stk category, showcasing a YTD Total Return of -2.95%.", "source": "XBC data"}, {"Input": "XBC Advisor Small Cap A (ASXC) operates in the Small Blend category, displaying a YTD Total Return of -2.38%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 1.33%, indicating an Above Average fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Small Cap A (ASXC) operates in the Small Blend category, displaying a YTD Total Return of -2.38%.", "source": "XBC data"}, {"Input": "XBC Advisor Small Cap I (BCACC) operates in the Small Blend category, showcasing a YTD Total Return of -2.39%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 1.08%, indicating a High fee level distribution.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Small Cap I (BCACC) operates in the Small Blend category, showcasing a YTD Total Return of -2.39%.", "source": "XBC data"}, {"Input": "XBC Advisor Small Cap M (CSSM) operates in the Small Blend category, showcasing a YTD Total Return of -2.39%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 1.57%, indicating a High fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Small Cap M (CSSM) operates in the Small Blend category, showcasing a YTD Total Return of -2.39%.", "source": "XBC data"}, {"Input": "XBC Flex Conservative Income Bd (FBCCF) operates in the Ultrashort Bond category, showcasing a YTD Total Return of 0.13%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is not provided, and the load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Flex Conservative Income Bd (FBCCF) operates in the Ultrashort Bond category, showcasing a YTD Total Return of 0.13%.", "source": "XBC data"}, {"Input": "XBC Mid Cap Index (CMCC) operates in the Mid-Cap Blend category, showcasing a YTD Total Return of -1.30%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 0.03%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Mid Cap Index (CMCC) operates in the Mid-Cap Blend category, showcasing a YTD Total Return of -1.30%.", "source": "XBC data"}, {"Input": "XBC SAI International Index (SBCB) operates in the Foreign Large Blend category, showcasing a YTD Total Return of -1.32%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 0.04%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC SAI International Index (SBCB) operates in the Foreign Large Blend category, showcasing a YTD Total Return of -1.32%.", "source": "XBC data"}, {"Input": "XBC Advisor California Muni Inc Z (CIZB) operates in the Muni California Long category, showcasing a YTD Total Return of -0.01%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 0.43%, indicating a Low fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor California Muni Inc Z (CIZB) operates in the Muni California Long category, showcasing a YTD Total Return of -0.01%.", "source": "XBC data"}, {"Input": "XBC Advisor Small Cap C (BCCC) operates in the Small Blend category, showcasing a YTD Total Return of -2.39%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 2.15%, indicating an Above Average fee level distribution. The load type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Small Cap C (BCCC) operates in the Small Blend category, showcasing a YTD Total Return of -2.39%.", "source": "XBC data"}, {"Input": "XBC International Discovery K6 (KDXBB) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.88%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 0.60%, indicating a Low fee level distribution. The load type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC International Discovery K6 (KDXBB) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.88%.", "source": "XBC data"}, {"Input": "XBC New Jersey Municipal Income (CNJCB) operates in the Muni New Jersey category, showcasing a YTD Total Return of -0.02%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 0.48%, indicating a Below Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC New Jersey Municipal Income (CNJCB) operates in the Muni New Jersey category, showcasing a YTD Total Return of -0.02%.", "source": "XBC data"}, {"Input": "XBC Advisor Strategic Real Ret C (CBCRS) operates in the Moderately Conservative Allocation category, showcasing a YTD Total Return of -0.61%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 1.70%, indicating an Above Average fee level distribution. The load type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Strategic Real Ret C (CBCRS) operates in the Moderately Conservative Allocation category, showcasing a YTD Total Return of -0.61%.", "source": "XBC data"}, {"Input": "XBC Commodity Strategy (BCCCX) operates in the Commodities Broad Basket category, showcasing a YTD Total Return of -0.21%. It ranks 30th in its category with a Rank 30. The Adjusted Expense Ratio is 0.64%, indicating a Below Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Commodity Strategy (BCCCX) operates in the Commodities Broad Basket category, showcasing a YTD Total Return of -0.21%.", "source": "XBC data"}, {"Input": "XBC Series International Sm Cap (SXCXI) operates in the Foreign Small/Mid Growth category, showcasing a YTD Total Return of -2.06%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 0.01%, indicating a Low fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Series International Sm Cap (SXCXI) operates in the Foreign Small/Mid Growth category, showcasing a YTD Total Return of -2.06%.", "source": "XBC data"}, {"Input": "XBC Advisor Global Equity Inc A (CBAA) operates in the Global Large-Stock Blend category, showcasing a YTD Total Return of -0.71%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 1.30%, indicating an Above Average fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Global Equity Inc A (CBAA) operates in the Global Large-Stock Blend category, showcasing a YTD Total Return of -0.71%.", "source": "XBC data"}, {"Input": "XBC Advisor Global Equity Inc I (GGBI) operates in the Global Large-Stock Blend category, showcasing a YTD Total Return of -0.71%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 1.05%, indicating a High fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Global Equity Inc I (GGBI) operates in the Global Large-Stock Blend category, showcasing a YTD Total Return of -0.71%.", "source": "XBC data"}, {"Input": "XBC Advisor Global Equity Inc M (CIEG) operates in the Global Large-Stock Blend category, showcasing a YTD Total Return of -0.71%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 1.55%, indicating a High fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Global Equity Inc M (CIEG) operates in the Global Large-Stock Blend category, showcasing a YTD Total Return of -0.71%.", "source": "XBC data"}, {"Input": "XBC Advisor High Income Advtg C (AAIA) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.44%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 1.77%, indicating an Above Average fee level distribution. The load type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor High Income Advtg C (AAIA) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.44%.", "source": "XBC data"}, {"Input": "XBC Series Small Cap Discovery (SCBSX) operates in the Small Blend category, showcasing a YTD Total Return of -2.40%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is not provided, and the load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Series Small Cap Discovery (SCBSX) operates in the Small Blend category, showcasing a YTD Total Return of -2.40%.", "source": "XBC data"}, {"Input": "XBC Advisor Emerging Asia C (CCXX) operates in the Pacific/Asia ex-Japan Stk category, displaying a YTD Total Return of -2.97%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 2.01%, indicating a Below Average fee level distribution. The load type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Emerging Asia C (CCXX) operates in the Pacific/Asia ex-Japan Stk category, displaying a YTD Total Return of -2.97%.", "source": "XBC data"}, {"Input": "XBC Advisor Global High Income I (GHIG) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 0.80%, indicating a High fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Global High Income I (GHIG) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%.", "source": "XBC data"}, {"Input": "XBC Advisor Municipal Income I (IAIM) operates in the Muni National Long category, showcasing a YTD Total Return of -0.01%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 0.54%, indicating an Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Municipal Income I (IAIM) operates in the Muni National Long category, showcasing a YTD Total Return of -0.01%.", "source": "XBC data"}, {"Input": "XBC Freedom Index 2010 Investor (BIBFI) operates in the Target-Date 2000-2010 category, showcasing a YTD Total Return of -0.71%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 0.12%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Freedom Index 2010 Investor (BIBFI) operates in the Target-Date 2000-2010 category, showcasing a YTD Total Return of -0.71%.", "source": "XBC data"}, {"Input": "XBC Global High Income (ICXB) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 0.80%, indicating an Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Global High Income (ICXB) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%.", "source": "XBC data"}, {"Input": "XBC SAI US Treasury Bd Idx (BXIX) operates in the Intermediate Government category, showcasing a YTD Total Return of -0.63%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 0.03%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC SAI US Treasury Bd Idx (BXIX) operates in the Intermediate Government category, showcasing a YTD Total Return of -0.63%.", "source": "XBC data"}, {"Input": "Strategic Advisers Income Opportunities (OOOOA) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.44%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 0.55%, indicating a Below Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "Strategic Advisers Income Opportunities (OOOOA) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.44%.", "source": "XBC data"}, {"Input": "XBC Advisor Short Dur Hi Inc C (CCIII) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%. It ranks 31st in its category with a Rank 31. The Adjusted Expense Ratio is 1.75%, indicating an Average fee level distribution. The load type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Short Dur Hi Inc C (CCIII) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%.", "source": "XBC data"}, {"Input": "XBC Advisor High Income Advtg Z (ZAXI) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 0.66%, indicating an Average fee level distribution.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor High Income Advtg Z (ZAXI) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%.", "source": "XBC data"}, {"Input": "XBC Advisor Semiconductors M (CAXCC) operates in the Technology category, showcasing a YTD Total Return of -1.21%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 1.25%, indicating an Average fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Semiconductors M (CAXCC) operates in the Technology category, showcasing a YTD Total Return of -1.21%.", "source": "XBC data"}, {"Input": "XBC Advisor Semiconductors Z (AXSXB) operates in the Technology category, showcasing a YTD Total Return of -1.21%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 0.62%, indicating a Low fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Semiconductors Z (AXSXB) operates in the Technology category, showcasing a YTD Total Return of -1.21%.", "source": "XBC data"}, {"Input": "XBC International Small Cap Opp (IOCCC) operates in the Foreign Small/Mid Growth category, showcasing a YTD Total Return of -2.10%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 1.00%, indicating an Average fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC International Small Cap Opp (IOCCC) operates in the Foreign Small/Mid Growth category, showcasing a YTD Total Return of -2.10%.", "source": "XBC data"}, {"Input": "XBC Advisor Cnsv Inc Bd Z (CIIB) operates in the Ultrashort Bond category, showcasing a YTD Total Return of 0.13%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 0.20%, indicating a Low fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Cnsv Inc Bd Z (CIIB) operates in the Ultrashort Bond category, showcasing a YTD Total Return of 0.13%.", "source": "XBC data"}, {"Input": "XBC Advisor Diversified Intl I (CBBI) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.94%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 0.93%, indicating an Above Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Diversified Intl I (CBBI) operates in the Foreign Large Growth category, showcasing a YTD Total Return of -1.94%.", "source": "XBC data"}, {"Input": "XBC Advisor Intl Sm Cap Opps A (ACCIC) operates in the Foreign Small/Mid Growth category, showcasing a YTD Total Return of -2.09%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 1.30%, indicating a High fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Intl Sm Cap Opps A (ACCIC) operates in the Foreign Small/Mid Growth category, showcasing a YTD Total Return of -2.09%.", "source": "XBC data"}, {"Input": "XBC Advisor Total Emerg Mkts M (BXXCT) operates in the Diversified Emerging Mkts category, showcasing a YTD Total Return of -2.32%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 1.69%, indicating a High fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Total Emerg Mkts M (BXXCT) operates in the Diversified Emerging Mkts category, showcasing a YTD Total Return of -2.32%.", "source": "XBC data"}, {"Input": "XBC Advisor Total Emerg Mkts C (XAECX) operates in the Diversified Emerging Mkts category, showcasing a YTD Total Return of -2.32%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 2.19%, indicating an Above Average fee level distribution. The load type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Total Emerg Mkts C (XAECX) operates in the Diversified Emerging Mkts category, showcasing a YTD Total Return of -2.32%.", "source": "XBC data"}, {"Input": "XBC Advisor Total Emerg Mkts Z (CCCZ) operates in the Diversified Emerging Mkts category, showcasing a YTD Total Return of -2.33%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 1.03%, indicating an Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Total Emerg Mkts Z (CCCZ) operates in the Diversified Emerging Mkts category, showcasing a YTD Total Return of -2.33%.", "source": "XBC data"}, {"Input": "XBC Freedom Index 2010 Instl Prem (XCFFF) operates in the Target-Date 2000-2010 category, showcasing a YTD Total Return of -0.71%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 0.08%, indicating a Low fee level distribution. The load type is Institutional with a minimum investment requirement of $5.0 million.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Freedom Index 2010 Instl Prem (XCFFF) operates in the Target-Date 2000-2010 category, showcasing a YTD Total Return of -0.71%.", "source": "XBC data"}, {"Input": "XBC Freedom Index 2010 Premier (XPXBI) operates in the Target-Date 2000-2010 category, showcasing a YTD Total Return of -0.71%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 0.06%, indicating a Low fee level distribution. The load type is Institutional with a minimum investment requirement of $2.0 billion.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Freedom Index 2010 Premier (XPXBI) operates in the Target-Date 2000-2010 category, showcasing a YTD Total Return of -0.71%.", "source": "XBC data"}, {"Input": "XBC Series Commodity Strategy (SCBS) operates in the Commodities Broad Basket category, showcasing a YTD Total Return of -0.22%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is not provided, and the load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Series Commodity Strategy (SCBS) operates in the Commodities Broad Basket category, showcasing a YTD Total Return of -0.22%.", "source": "XBC data"}, {"Input": "XBC Series Treasury Bill Index (CICXX) operates in the Ultrashort Bond category, showcasing a YTD Total Return of 0.13%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is not provided, and the load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Series Treasury Bill Index (CICXX) operates in the Ultrashort Bond category, showcasing a YTD Total Return of 0.13%.", "source": "XBC data"}, {"Input": "XBC Advisor Global High Income A (ABXGG) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%. It ranks 32nd in its category with a Rank 32. The Adjusted Expense Ratio is 1.05%, indicating an Above Average fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Global High Income A (ABXGG) operates in the High Yield Bond category, showcasing a YTD Total Return of -0.45%.", "source": "XBC data"}, {"Input": "XBC Advisor Equity Growth A (ABCA) operates in the Large Growth category, showcasing a YTD Total Return of -0.35%. It ranks 33rd in its category with a Rank 33. The Adjusted Expense Ratio is 0.97%, indicating a Below Average fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Equity Growth A (ABCA) operates in the Large Growth category, showcasing a YTD Total Return of -0.35%.", "source": "XBC data"}, {"Input": "XBC Advisor Equity Growth I (GBEA) operates in the Large Growth category, showcasing a YTD Total Return of -0.35%. It ranks 33rd in its category with a Rank 33. The Adjusted Expense Ratio is 0.72%, indicating an Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Equity Growth I (GBEA) operates in the Large Growth category, showcasing a YTD Total Return of -0.35%.", "source": "XBC data"}, {"Input": "XBC Advisor Equity Growth Z (ZCXZ) operates in the Large Growth category, showcasing a YTD Total Return of -0.35%. It ranks 33rd in its category with a Rank 33. The Adjusted Expense Ratio is 0.60%, indicating a Below Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Equity Growth Z (ZCXZ) operates in the Large Growth category, showcasing a YTD Total Return of -0.35%.", "source": "XBC data"}, {"Input": "XBC Advisor Semiconductors A (XXAXX) operates in the Technology category, showcasing a YTD Total Return of -1.21%. It ranks 33rd in its category with a Rank 33. The Adjusted Expense Ratio is 1.01%, indicating a Low fee level distribution. The load type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Semiconductors A (XXAXX) operates in the Technology category, showcasing a YTD Total Return of -1.21%.", "source": "XBC data"}, {"Input": "XBC Advisor Semiconductors I (BIABI) operates in the Technology category, showcasing a YTD Total Return of -1.21%. It ranks 33rd in its category with a Rank 33. The Adjusted Expense Ratio is 0.74%, indicating a Below Average fee level distribution. The load type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Semiconductors I (BIABI) operates in the Technology category, showcasing a YTD Total Return of -1.21%.", "source": "XBC data"}, {"Input": "XBC Growth Discovery K with ticker BKBCX operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.35%, ranking 33rd in its category. The Adjusted Expense Ratio is 0.73%, indicating an Above Average fee level distribution. The share class type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Growth Discovery K with ticker BKBCX operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Diversified Intl Z with ticker IBXXI falls under the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.94%, ranking 33rd in its category. The fee level distribution is Below Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Diversified Intl Z with ticker IBXXI falls under the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Intl Sm Cap Opps C with ticker ISCI operates in the Foreign Small/Mid Growth category. It has a Year-to-Date (YTD) Total Return of -2.13%, ranking 33rd in its category. The Adjusted Expense Ratio is 2.05%, indicating a High fee level distribution. The share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Intl Sm Cap Opps C with ticker ISCI operates in the Foreign Small/Mid Growth category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Advisor Intl Sm Cap Opps M with ticker BBOB falls under the Foreign Small/Mid Growth category. It has a Year-to-Date (YTD) Total Return of -2.13%, ranking 33rd in its category. The Adjusted Expense Ratio is 1.55%, indicating a High fee level distribution. The share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Intl Sm Cap Opps M with ticker BBOB falls under the Foreign Small/Mid Growth category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Global Equity Income with ticker EEIXI operates in the Global Large-Stock Blend category. It has a Year-to-Date (YTD) Total Return of -0.72%, ranking 33rd in its category. The Adjusted Expense Ratio is 0.99%, indicating an Average fee level distribution. The share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Global Equity Income with ticker EEIXI operates in the Global Large-Stock Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC International Index with ticker IXCB falls under the Foreign Large Blend category. It has a Year-to-Date (YTD) Total Return of -1.35%, ranking 33rd in its category. The fee level distribution is Low.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC International Index with ticker IXCB falls under the Foreign Large Blend category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor California Muni Inc I with ticker MMXM operates in the Muni California Long category. It has a Year-to-Date (YTD) Total Return of -0.02%, ranking 33rd in its category. The Adjusted Expense Ratio is 0.55%, indicating an Average fee level distribution. The share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor California Muni Inc I with ticker MMXM operates in the Muni California Long category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Global Equity Inc C with ticker ICBI operates in the Global Large-Stock Blend category. It has a Year-to-Date (YTD) Total Return of -0.72%, ranking 33rd in its category. The Adjusted Expense Ratio is 2.05%, indicating a High fee level distribution. The share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Global Equity Inc C with ticker ICBI operates in the Global Large-Stock Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Semiconductors C with ticker CXBX falls under the Technology category. It has a Year-to-Date (YTD) Total Return of -1.25%, ranking 34th in its category. The fee level distribution is Low, and the share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Semiconductors C with ticker CXBX falls under the Technology category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Cnsv Inc Bd I with ticker XAIBI operates in the Ultrashort Bond category. It has a Year-to-Date (YTD) Total Return of 0.13%, ranking 34th in its category. The fee level distribution is Low, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Cnsv Inc Bd I with ticker XAIBI operates in the Ultrashort Bond category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Energy I with ticker EXII falls under the Equity Energy category. It has a Year-to-Date (YTD) Total Return of -1.79%, ranking 34th in its category. The fee level distribution is Below Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Energy I with ticker EXII falls under the Equity Energy category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Energy Z with ticker BAXE operates in the Equity Energy category. It has a Year-to-Date (YTD) Total Return of -1.79%, ranking 34th in its category. The fee level distribution is Low, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Energy Z with ticker BAXE operates in the Equity Energy category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Equity Growth M with ticker CCCMG operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.36%, ranking 34th in its category. The Adjusted Expense Ratio is 1.21%, indicating a High fee level distribution. The share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Equity Growth M with ticker CCCMG operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Mega Cap Stock I with ticker XMCC falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.24%, ranking 34th in its category. The fee level distribution is Below Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Mega Cap Stock I with ticker XMCC falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Conservative Income Bond Retl with ticker XXRC operates in the Ultrashort Bond category. It has a Year-to-Date (YTD) Total Return of 0.13%, ranking 34th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Conservative Income Bond Retl with ticker XXRC operates in the Ultrashort Bond category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Mega Cap Stock with ticker XSCBC falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.24%, ranking 34th in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Mega Cap Stock with ticker XSCBC falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC ZERO Large Cap Index with ticker XBIR operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.24%, ranking 34th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC ZERO Large Cap Index with ticker XBIR operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Diversified International with ticker BBIB falls under the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.95%, ranking 34th in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Diversified International with ticker BBIB falls under the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Diversified International K with ticker IIKX falls under the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.95%, ranking 34th in its category. The fee level distribution is High, and the share class type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Diversified International K with ticker IIKX falls under the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Municipal Bond Index with ticker BIXBB operates in the Muni National Interm category. It has a Year-to-Date (YTD) Total Return of less than 0.01%, ranking 34th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Municipal Bond Index with ticker BIXBB operates in the Muni National Interm category. It has a Year-to-Date (YTD) Total Return of less than 0.", "source": "XBC data"}, {"Input": "Aggressive Growth Allocation with ticker GAGA operates in the Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.81%, ranking 34th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "Aggressive Growth Allocation with ticker GAGA operates in the Aggressive Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC 500 Index with ticker BIXIC falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.24%, ranking 35th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC 500 Index with ticker BIXIC falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Growth Discovery with ticker CGXD operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.37%, ranking 35th in its category. The fee level distribution is Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Growth Discovery with ticker CGXD operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Mega Cap Stock A with ticker SXXM falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.24%, ranking 35th in its category. The fee level distribution is Below Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Mega Cap Stock A with ticker SXXM falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Mega Cap Stock M with ticker AMSCM operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.24%, ranking 35th in its category. The fee level distribution is Above Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Mega Cap Stock M with ticker AMSCM operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Mega Cap Stock Z with ticker BCCC falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.24%, ranking 35th in its category. The fee level distribution is Below Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Mega Cap Stock Z with ticker BCCC falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Total Emerg Mkts A with ticker BTBB operates in the Diversified Emerging Mkts category. It has a Year-to-Date (YTD) Total Return of -2.40%, ranking 35th in its category. The fee level distribution is Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Total Emerg Mkts A with ticker BTBB operates in the Diversified Emerging Mkts category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Advisor Total Emerg Mkts I with ticker BITB operates in the Diversified Emerging Mkts category. It has a Year-to-Date (YTD) Total Return of -2.40%, ranking 35th in its category. The fee level distribution is Above Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Total Emerg Mkts I with ticker BITB operates in the Diversified Emerging Mkts category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Tax-Free Bond with ticker BCTT operates in the Muni National Long category. It has a Year-to-Date (YTD) Total Return of -0.02%, ranking 35th in its category. The fee level distribution is Low, and the share class type is No Load with a minimum investment of $25,000.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Tax-Free Bond with ticker BCTT operates in the Muni National Long category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Total Emerg Mkts with ticker TBBC operates in the Diversified Emerging Mkts category. It has a Year-to-Date (YTD) Total Return of -2.40%, ranking 35th in its category. The fee level distribution is Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Total Emerg Mkts with ticker TBBC operates in the Diversified Emerging Mkts category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Advisor Energy M with ticker EMACX operates in the Equity Energy category. It has a Year-to-Date (YTD) Total Return of -1.80%, ranking 35th in its category. The fee level distribution is Average, and the share class type information is not provided.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Energy M with ticker EMACX operates in the Equity Energy category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Municipal Income A with ticker ABBCA operates in the Muni National Long category. It has a Year-to-Date (YTD) Total Return of -0.02%, ranking 35th in its category. The Adjusted Expense Ratio is 0.78%, indicating an Average fee level distribution. The share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Municipal Income A with ticker ABBCA operates in the Muni National Long category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Municipal Income M with ticker CIIIM operates in the Muni National Long category. It has a Year-to-Date (YTD) Total Return of -0.02%, ranking 35th in its category. The Adjusted Expense Ratio is 0.77%, indicating an Average fee level distribution. The share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Municipal Income M with ticker CIIIM operates in the Muni National Long category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Long-Term Trs Bd Index with ticker LCLB operates in the Long Government category. It has a Year-to-Date (YTD) Total Return of -1.89%, ranking 35th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Long-Term Trs Bd Index with ticker LCLB operates in the Long Government category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Pennsylvania Municipal Income with ticker IBII operates in the Muni Pennsylvania category. It has a Year-to-Date (YTD) Total Return of -0.03%, ranking 35th in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Pennsylvania Municipal Income with ticker IBII operates in the Muni Pennsylvania category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Dividend Growth with ticker BCBC operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.24%, ranking 35th in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Dividend Growth with ticker BCBC operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Dividend Growth K with ticker DXCD operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.24%, ranking 35th in its category. The fee level distribution is Below Average, and the share class type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Dividend Growth K with ticker DXCD operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Global High Income C with ticker CGAC operates in the High Yield Bond category. It has a Year-to-Date (YTD) Total Return of -0.47%, ranking 35th in its category. The fee level distribution is Above Average, and the share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Global High Income C with ticker CGAC operates in the High Yield Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC SAI International Credit with ticker SCBC falls under the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.68%, ranking 35th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC SAI International Credit with ticker SCBC falls under the Global Bond-USD Hedged category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Intl Cptl Apprec K6 with ticker ABIA operates in the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.96%, ranking 36th in its category. The fee level distribution is Below Average, and the share class type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Intl Cptl Apprec K6 with ticker ABIA operates in the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Massachusetts Municipal Income with ticker BIXB operates in the Muni Massachusetts category. It has a Year-to-Date (YTD) Total Return of -0.02%, ranking 36th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Massachusetts Municipal Income with ticker BIXB operates in the Muni Massachusetts category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Cnsv Inc Bd A with ticker ICABA operates in the Ultrashort Bond category. It has a Year-to-Date (YTD) Total Return of 0.13%, ranking 36th in its category. The fee level distribution is Low, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Cnsv Inc Bd A with ticker ICABA operates in the Ultrashort Bond category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Diversified Intl M with ticker ABIDD falls under the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.96%, ranking 36th in its category. The fee level distribution is High, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Diversified Intl M with ticker ABIDD falls under the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Water Sustainability with ticker XCXC operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.44%, ranking 36th in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Water Sustainability with ticker XCXC operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Series Small Cap Core with ticker XCXSC operates in the Small Blend category. It has a Year-to-Date (YTD) Total Return of -2.49%, ranking 36th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Series Small Cap Core with ticker XCXSC operates in the Small Blend category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Advisor Communication Svcs Z with ticker XCASB falls under the Communications category. It has a Year-to-Date (YTD) Total Return of -0.25%, ranking 37th in its category. The fee level distribution is Low, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Communication Svcs Z with ticker XCASB falls under the Communications category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Intl Cap App Z with ticker CCCIC operates in the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.98%, ranking 37th in its category. The fee level distribution is Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Intl Cap App Z with ticker CCCIC operates in the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Series Equity Gr with ticker BXSX falls under the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.39%, ranking 37th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Series Equity Gr with ticker BXSX falls under the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Equity Growth C with ticker BBGX operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.39%, ranking 37th in its category. The fee level distribution is Average, and the share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Equity Growth C with ticker BBGX operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Select Energy Portfolio with ticker BCBE operates in the Equity Energy category. It has a Year-to-Date (YTD) Total Return of -1.80%, ranking 37th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Select Energy Portfolio with ticker BCBE operates in the Equity Energy category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Flex 500 Index with ticker BBIFX falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.25%, ranking 37th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Flex 500 Index with ticker BBIFX falls under the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Puritan K6 with ticker BCCK operates in the Moderate Allocation category. It has a Year-to-Date (YTD) Total Return of -0.57%, ranking 37th in its category. The fee level distribution is Low, and the share class type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Puritan K6 with ticker BCCK operates in the Moderate Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "Strategic Advisers XBC Intl with ticker CAIIS operates in the Foreign Large Blend category. It has a Year-to-Date (YTD) Total Return of -1.38%, ranking 37th in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "Strategic Advisers XBC Intl with ticker CAIIS operates in the Foreign Large Blend category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Diversified Intl A with ticker AAICA falls under the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.98%, ranking 37th in its category. The fee level distribution is Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Diversified Intl A with ticker AAICA falls under the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Diversified Intl C with ticker IDIXX falls under the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.97%, ranking 37th in its category. The fee level distribution is Average, and the share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Diversified Intl C with ticker IDIXX falls under the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Envir and Alt Engy Fund with ticker XBXF operates in the Industrials category. It has a Year-to-Date (YTD) Total Return of -1.94%, ranking 37th in its category. The fee level distribution is Below Average, and the share class type information is not provided.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Envir and Alt Engy Fund with ticker XBXF operates in the Industrials category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Communication Svcs I with ticker XBXS falls under the Communications category. It has a Year-to-Date (YTD) Total Return of -0.25%, ranking 38th in its category. The fee level distribution is Below Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Communication Svcs I with ticker XBXS falls under the Communications category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Select Communication Services with ticker SSSB operates in the Communications category. It has a Year-to-Date (YTD) Total Return of -0.25%, ranking 38th in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Select Communication Services with ticker SSSB operates in the Communications category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Energy A with ticker CXCC operates in the Equity Energy category. It has a Year-to-Date (YTD) Total Return of -1.80%, ranking 38th in its category. The fee level distribution is Low, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Energy A with ticker CXCC operates in the Equity Energy category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Diversified Intl K6 with ticker DXKD falls under the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.99%, ranking 38th in its category. The fee level distribution is Low, and the share class type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Diversified Intl K6 with ticker DXKD falls under the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "Select Tech Hardware Port with ticker TTHT operates in the Technology category. It has a Year-to-Date (YTD) Total Return of -1.41%, ranking 38th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "Select Tech Hardware Port with ticker TTHT operates in the Technology category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Mid Cap Growth Index with ticker MMII operates in the Mid-Cap Growth category. It has a Year-to-Date (YTD) Total Return of -1.59%, ranking 38th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Mid Cap Growth Index with ticker MMII operates in the Mid-Cap Growth category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor NY Municipal Inc C with ticker AAAI operates in the Muni New York Long category. It has a Year-to-Date (YTD) Total Return of -0.04%, ranking 38th in its category. The fee level distribution is Average, and the share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor NY Municipal Inc C with ticker AAAI operates in the Muni New York Long category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Mix 2005 K with ticker XBKKB falls under the Target-Date 2000-2010 category. It has a Year-to-Date (YTD) Total Return of -0.72%, ranking 38th in its category. The fee level distribution is Below Average, and the share class type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Mix 2005 K with ticker XBKKB falls under the Target-Date 2000-2010 category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Communication Svcs A with ticker CXXCC operates in the Communications category. It has a Year-to-Date (YTD) Total Return of -0.25%, ranking 39th in its category. The fee level distribution is Low, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Communication Svcs A with ticker CXXCC operates in the Communications category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC International Capital Apprec with ticker XCICC operates in the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -2.00%, ranking 39th in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC International Capital Apprec with ticker XCICC operates in the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Investment Grade Bond with ticker GXBB operates in the Intermediate Core Bond category. It has a Year-to-Date (YTD) Total Return of -0.73%, ranking 39th in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Investment Grade Bond with ticker GXBB operates in the Intermediate Core Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Series Large Cp Grwth Idx with ticker CGCII operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.42%, ranking 39th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Series Large Cp Grwth Idx with ticker CGCII operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Global Real Estate Z with ticker XBAC operates in the Global Real Estate category. It has a Year-to-Date (YTD) Total Return of -1.41%, ranking 39th in its category. The fee level distribution is Below Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Global Real Estate Z with ticker XBAC operates in the Global Real Estate category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Intl Capl App A with ticker AIBAC operates in the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.99%, ranking 39th in its category. The fee level distribution is Above Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Intl Capl App A with ticker AIBAC operates in the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Investment Gr Bd I with ticker BICAX operates in the Intermediate Core Bond category. It has a Year-to-Date (YTD) Total Return of -0.73%, ranking 39th in its category. The fee level distribution is Above Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Investment Gr Bd I with ticker BICAX operates in the Intermediate Core Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Growth Strategies with ticker SGSX operates in the Mid-Cap Growth category. It has a Year-to-Date (YTD) Total Return of -1.59%, ranking 39th in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Growth Strategies with ticker SGSX operates in the Mid-Cap Growth category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Growth Strategies K with ticker GCCC operates in the Mid-Cap Growth category. It has a Year-to-Date (YTD) Total Return of -1.59%, ranking 39th in its category. The fee level distribution is Below Average, and the share class type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Growth Strategies K with ticker GCCC operates in the Mid-Cap Growth category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC SAI US Large Cap Index with ticker SSLLC operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.25%, ranking 39th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC SAI US Large Cap Index with ticker SSLLC operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Interm Trs Bd Index with ticker BTIIT operates in the Intermediate Government category. It has a Year-to-Date (YTD) Total Return of -0.65%, ranking 39th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Interm Trs Bd Index with ticker BTIIT operates in the Intermediate Government category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Minnesota Municipal Income with ticker MICCC operates in the Muni Minnesota category. It has a Year-to-Date (YTD) Total Return of 0.06%, ranking 39th in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Minnesota Municipal Income with ticker MICCC operates in the Muni Minnesota category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC SAI US Value Index with ticker XCSU falls under the Large Value category. Unfortunately, the YTD Total Return and fee information are not provided.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC SAI US Value Index with ticker XCSU falls under the Large Value category. Unfortunately, the YTD Total Return and fee information are not provided.", "source": "XBC data"}, {"Input": "XBC Mix 2005 K6 with ticker KBCBK operates in the Target-Date 2000-2010 category. It has a Year-to-Date (YTD) Total Return of -0.73%, ranking 39th in its category. The fee level distribution is Low, and the share class type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Mix 2005 K6 with ticker KBCBK operates in the Target-Date 2000-2010 category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Mix 2005 I with ticker BCBFI operates in the Target-Date 2000-2010 category. It has a Year-to-Date (YTD) Total Return of -0.72%, ranking 39th in its category. The fee level distribution is Above Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Mix 2005 I with ticker BCBFI operates in the Target-Date 2000-2010 category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Mix 2005 Z6 with ticker ABBAC operates in the Target-Date 2000-2010 category. It has a Year-to-Date (YTD) Total Return of -0.73%, ranking 39th in its category. The fee level distribution is Below Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Mix 2005 Z6 with ticker ABBAC operates in the Target-Date 2000-2010 category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Intl Cap App I with ticker CCAIC operates in the Foreign Large Growth category. Unfortunately, the YTD Total Return and fee information are not provided.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Intl Cap App I with ticker CCAIC operates in the Foreign Large Growth category. Unfortunately, the YTD Total Return and fee information are not provided.", "source": "XBC data"}, {"Input": "XBC Advisor Communication Svcs C with ticker CXBAC operates in the Communications category. It has a Year-to-Date (YTD) Total Return of -0.27%, ranking 40th in its category. The fee level distribution is Below Average, and the share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Communication Svcs C with ticker CXBAC operates in the Communications category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Communication Svcs M with ticker ACBB operates in the Communications category. It has a Year-to-Date (YTD) Total Return of -0.26%, ranking 40th in its category. The fee level distribution is Above Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Communication Svcs M with ticker ACBB operates in the Communications category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Financials I with ticker BAIXC operates in the Financial category. It has a Year-to-Date (YTD) Total Return of -0.17%, ranking 40th in its category. The fee level distribution is Below Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Financials I with ticker BAIXC operates in the Financial category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Financials Z with ticker ZBXA operates in the Financial category. It has a Year-to-Date (YTD) Total Return of -0.17%, ranking 40th in its category. The fee level distribution is Low, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Financials Z with ticker ZBXA operates in the Financial category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Intl Cap App M with ticker CAAX operates in the Foreign Large Growth category. Unfortunately, the YTD Total Return and fee information are not provided.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Intl Cap App M with ticker CAAX operates in the Foreign Large Growth category. Unfortunately, the YTD Total Return and fee information are not provided.", "source": "XBC data"}, {"Input": "Select Enterprise Technology Services with ticker SSES operates in the Technology category. It has a Year-to-Date (YTD) Total Return of -1.44%, ranking 40th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "Select Enterprise Technology Services with ticker SSES operates in the Technology category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC SAI Sustainable Muncpl Income with ticker BMXII operates in the Muni National Long category. It has a Year-to-Date (YTD) Total Return of -0.02%, ranking 40th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC SAI Sustainable Muncpl Income with ticker BMXII operates in the Muni National Long category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Total Bond Z with ticker AZTZB operates in the Intermediate Core-Plus Bond category. It has a Year-to-Date (YTD) Total Return of -0.73%, ranking 41st in its category. The fee level distribution is Low, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Total Bond Z with ticker AZTZB operates in the Intermediate Core-Plus Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Select Utilities with ticker BXUSB operates in the Utilities category. It has a Year-to-Date (YTD) Total Return of 1.50%, ranking 41st in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Select Utilities with ticker BXUSB operates in the Utilities category. It has a Year-to-Date (YTD) Total Return of 1.", "source": "XBC data"}, {"Input": "XBC Capital & Income with ticker BIBC operates in the High Yield Bond category. It has a Year-to-Date (YTD) Total Return of -0.50%, ranking 41st in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Capital & Income with ticker BIBC operates in the High Yield Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Total Bond Fund with ticker BXTXF operates in the Intermediate Core-Plus Bond category. It has a Year-to-Date (YTD) Total Return of -0.73%, ranking 41st in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Total Bond Fund with ticker BXTXF operates in the Intermediate Core-Plus Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Financials A with ticker CBBX operates in the Financial category. It has a Year-to-Date (YTD) Total Return of -0.18%, ranking 41st in its category. The fee level distribution is Low, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Financials A with ticker CBBX operates in the Financial category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Financials M with ticker XAAX operates in the Financial category. It has a Year-to-Date (YTD) Total Return of -0.18%, ranking 41st in its category. The fee level distribution is Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Financials M with ticker XAAX operates in the Financial category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Intl Cap App C with ticker CXIC operates in the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -2.04%, ranking 41st in its category. The fee level distribution is Above Average, and the share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Intl Cap App C with ticker CXIC operates in the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Advisor Investment Gr Bd A with ticker GBXIC operates in the Intermediate Core Bond category. It has a Year-to-Date (YTD) Total Return of -0.74%, ranking 41st in its category. The fee level distribution is Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Investment Gr Bd A with ticker GBXIC operates in the Intermediate Core Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Investment Gr Bd M with ticker BBBIA operates in the Intermediate Core Bond category. It has a Year-to-Date (YTD) Total Return of -0.74%, ranking 41st in its category. The fee level distribution is Below Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Investment Gr Bd M with ticker BBBIA operates in the Intermediate Core Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Total Bond I with ticker IXAT operates in the Intermediate Core-Plus Bond category. It has a Year-to-Date (YTD) Total Return of -0.73%, ranking 41st in its category. The fee level distribution is Above Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Total Bond I with ticker IXAT operates in the Intermediate Core-Plus Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Growth Strategies K6 with ticker SGKC operates in the Mid-Cap Growth category. Unfortunately, the YTD Total Return and fee information are not provided.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Growth Strategies K6 with ticker SGKC operates in the Mid-Cap Growth category. Unfortunately, the YTD Total Return and fee information are not provided.", "source": "XBC data"}, {"Input": "XBC Advisor Energy C with ticker XXBCE operates in the Equity Energy category. It has a Year-to-Date (YTD) Total Return of -1.82%, ranking 41st in its category. The fee level distribution is Low, and the share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Energy C with ticker XXBCE operates in the Equity Energy category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Select Materials Z with ticker CZCSC operates in the Natural Resources category. Unfortunately, the YTD Total Return and fee information are not provided.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Select Materials Z with ticker CZCSC operates in the Natural Resources category. Unfortunately, the YTD Total Return and fee information are not provided.", "source": "XBC data"}, {"Input": "XBC Disciplined Equity with ticker CCXCE operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.43%, ranking 41st in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Disciplined Equity with ticker CCXCE operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Growth & Income with ticker XXGXC operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.26%, ranking 41st in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Growth & Income with ticker XXGXC operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Mix 2005 C with ticker FFFC operates in the Target-Date 2000-2010 category. It has a Year-to-Date (YTD) Total Return of -0.73%, ranking 41st in its category. The fee level distribution is Average, and the share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Mix 2005 C with ticker FFFC operates in the Target-Date 2000-2010 category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Convertible Securities with ticker CXXC operates in the Convertibles category. It has a Year-to-Date (YTD) Total Return of -1.02%, ranking 42nd in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Convertible Securities with ticker CXXC operates in the Convertibles category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Puritan with ticker BBCBX operates in the Moderate Allocation category. It has a Year-to-Date (YTD) Total Return of -0.60%, ranking 42nd in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Puritan with ticker BBCBX operates in the Moderate Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Puritan K with ticker XXBC operates in the Moderate Allocation category. It has a Year-to-Date (YTD) Total Return of -0.60%, ranking 42nd in its category. The fee level distribution is Low, and the share class type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Puritan K with ticker XXBC operates in the Moderate Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Utilities Z with ticker UCUUA operates in the Utilities category. It has a Year-to-Date (YTD) Total Return of 1.49%, ranking 42nd in its category. The fee level distribution is Low, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Utilities Z with ticker UCUUA operates in the Utilities category. It has a Year-to-Date (YTD) Total Return of 1.", "source": "XBC data"}, {"Input": "XBC High Income with ticker IXIC operates in the High Yield Bond category. It has a Year-to-Date (YTD) Total Return of -0.51%, ranking 42nd in its category. The fee level distribution is Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC High Income with ticker IXIC operates in the High Yield Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Select Materials with ticker BXCMX operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.52%, ranking 42nd in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Select Materials with ticker BXCMX operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Disciplined Equity K with ticker DCBC operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.44%, ranking 42nd in its category. The fee level distribution is Low, and the share class type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Disciplined Equity K with ticker DCBC operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC SAI Sustainable Sector Fund with ticker SFFCC operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.26%, ranking 42nd in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC SAI Sustainable Sector Fund with ticker SFFCC operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Convertible Secs I with ticker AACCC operates in the Convertibles category. Unfortunately, the YTD Total Return and fee information are not provided.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Convertible Secs I with ticker AACCC operates in the Convertibles category. Unfortunately, the YTD Total Return and fee information are not provided.", "source": "XBC data"}, {"Input": "XBC Advisor Floating Rate Hi Inc I with ticker FCXBR operates in the Bank Loan category. It has a Year-to-Date (YTD) Total Return of 0.21%, ranking 43rd in its category. The fee level distribution is Below Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Floating Rate Hi Inc I with ticker FCXBR operates in the Bank Loan category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Utilities I with ticker AAXB operates in the Utilities category. It has a Year-to-Date (YTD) Total Return of 1.49%, ranking 43rd in its category. The fee level distribution is Below Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Utilities I with ticker AAXB operates in the Utilities category. It has a Year-to-Date (YTD) Total Return of 1.", "source": "XBC data"}, {"Input": "XBC Floating Rate High Income with ticker BFXR operates in the Bank Loan category. It has a Year-to-Date (YTD) Total Return of 0.21%, ranking 43rd in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Floating Rate High Income with ticker BFXR operates in the Bank Loan category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Total Bond M with ticker BXTBX operates in the Intermediate Core-Plus Bond category. It has a Year-to-Date (YTD) Total Return of -0.74%, ranking 43rd in its category. The fee level distribution is Below Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Total Bond M with ticker BXTBX operates in the Intermediate Core-Plus Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Select Software & IT Svcs Port with ticker ISCT operates in the Technology category. It has a Year", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Select Software & IT Svcs Port with ticker ISCT operates in the Technology category. It has a Year.", "source": "XBC data"}, {"Input": "XBC Series Government Bd Idx with ticker BXXCC operates in the Intermediate Government category. Unfortunately, the YTD Total Return and fee information are not provided.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Series Government Bd Idx with ticker BXXCC operates in the Intermediate Government category. Unfortunately, the YTD Total Return and fee information are not provided.", "source": "XBC data"}, {"Input": "XBC Advisor Financials C with ticker XCXF operates in the Financial category. It has a Year-to-Date (YTD) Total Return of -0.19%, ranking 43rd in its category. The fee level distribution is Below Average, and the share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Financials C with ticker XCXF operates in the Financial category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Select Materials A with ticker SMMAX operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.52%, ranking 43rd in its category. The fee level distribution is Low, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Select Materials A with ticker SMMAX operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Select Materials I with ticker CMMI operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.52%, ranking 43rd in its category. The fee level distribution is Below Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Select Materials I with ticker CMMI operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Select Materials M with ticker MMCB operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.54%, ranking 43rd in its category. The fee level distribution is Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Select Materials M with ticker MMCB operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC SAI Tax-Free Bond with ticker TCII operates in the Muni National Long category. It has a Year-to-Date (YTD) Total Return of -0.03%, ranking 43rd in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC SAI Tax-Free Bond with ticker TCII operates in the Muni National Long category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Series Long-Term Trs Bd Idx with ticker SSCL operates in the Long Government category. Unfortunately, the YTD Total Return and fee information are not provided.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Series Long-Term Trs Bd Idx with ticker SSCL operates in the Long Government category. Unfortunately, the YTD Total Return and fee information are not provided.", "source": "XBC data"}, {"Input": "XBC Small Cap Stock with ticker SBBS operates in the Small Blend category. It has a Year-to-Date (YTD) Total Return of -2.61%, ranking 43rd in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Small Cap Stock with ticker SBBS operates in the Small Blend category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Freedom Index 2065 Instl Prm with ticker ICBCI operates in the Target-Date 2065+ category. It has a Year-to-Date (YTD) Total Return of -0.99%, ranking 43rd in its category. The fee level distribution is Low, and the share class type is Institutional with a minimum investment of $5.0 million.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Freedom Index 2065 Instl Prm with ticker ICBCI operates in the Target-Date 2065+ category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Environmental Bond Z with ticker ZEABX operates in the Intermediate Core-Plus Bond category. It has a Year-to-Date (YTD) Total Return of -0.74%, ranking 43rd in its category. The fee level distribution is Low, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Environmental Bond Z with ticker ZEABX operates in the Intermediate Core-Plus Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC SAI Sst Cnsv Inc Municipal Bond with ticker SICAS operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of -0.02%, ranking 43rd in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC SAI Sst Cnsv Inc Municipal Bond with ticker SICAS operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "Strategic Advisers Municipal Bond with ticker MBMS operates in the Muni National Long category. It has a Year-to-Date (YTD) Total Return of -0.03%, ranking 43rd in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "Strategic Advisers Municipal Bond with ticker MBMS operates in the Muni National Long category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Convertible Secs Z with ticker ZSABX operates in the Convertibles category. It has a Year-to-Date (YTD) Total Return of -1.02%, ranking 44th in its category. The fee level distribution is Low, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Convertible Secs Z with ticker ZSABX operates in the Convertibles category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Convertible Secs M with ticker BBBM operates in the Convertibles category. It has a Year-to-Date (YTD) Total Return of -1.02%, ranking 44th in its category. The fee level distribution is High, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Convertible Secs M with ticker BBBM operates in the Convertibles category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Floating Rate Hi Inc A with ticker FFRBA operates in the Bank Loan category. It has a Year-to-Date (YTD) Total Return of 0.20%, ranking 44th in its category. The fee level distribution is Below Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Floating Rate Hi Inc A with ticker FFRBA operates in the Bank Loan category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Growth & Income Z with ticker ACAB operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.27%, ranking 44th in its category. The fee level distribution is Below Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Growth & Income Z with ticker ACAB operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "Strategic Advisers XBC US TtlStk with ticker XCATS operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.27%, ranking 44th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "Strategic Advisers XBC US TtlStk with ticker XCATS operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "Strategic Advisers Tx-Snstv Shrt Dur with ticker SSST operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of -0.02%, ranking 44th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "Strategic Advisers Tx-Snstv Shrt Dur with ticker SSST operates in the Muni National Short category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Growth & Income I with ticker GCAI operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.27%, ranking 44th in its category. The fee level distribution is Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Growth & Income I with ticker GCAI operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Small Cap Stock K6 with ticker CCKX operates in the Small Blend category. Unfortunately, the YTD Total Return and fee information are not provided.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Small Cap Stock K6 with ticker CCKX operates in the Small Blend category. Unfortunately, the YTD Total Return and fee information are not provided.", "source": "XBC data"}, {"Input": "XBC High Income A with ticker XBXB operates in the High Yield Bond category. It has a Year-to-Date (YTD) Total Return of -0.52%, ranking 44th in its category. The fee level distribution is Above Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC High Income A with ticker XBXB operates in the High Yield Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC High Income M with ticker CXMXB operates in the High Yield Bond category. It has a Year-to-Date (YTD) Total Return of -0.52%, ranking 44th in its category. The fee level distribution is Above Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC High Income M with ticker CXMXB operates in the High Yield Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC SAI High Income with ticker HICI operates in the High Yield Bond category. It has a Year-to-Date (YTD) Total Return of -0.52%, ranking 44th in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC SAI High Income with ticker HICI operates in the High Yield Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Convertible Secs A with ticker BSASB operates in the Convertibles category. It has a Year-to-Date (YTD) Total Return of -1.02%, ranking 45th in its category. The fee level distribution is Below Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Convertible Secs A with ticker BSASB operates in the Convertibles category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Asset Manager 30% A with ticker XBXXX operates in the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.70%, ranking 45th in its category. The fee level distribution is Low, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Asset Manager 30% A with ticker XBXXX operates in the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Asset Manager 30% Z with ticker BABA operates in the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.70%, ranking 45th in its category. The fee level distribution is Low, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Asset Manager 30% Z with ticker BABA operates in the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Government Income I with ticker CAXII operates in the Intermediate Government category. It has a Year-to-Date (YTD) Total Return of -0.69%, ranking 45th in its category. The fee level distribution is Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Government Income I with ticker CAXII operates in the Intermediate Government category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Government Income Z with ticker GGAX operates in the Intermediate Government category. It has a Year-to-Date (YTD) Total Return of -0.69%, ranking 45th in its category. The fee level distribution is Below Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Government Income Z with ticker GGAX operates in the Intermediate Government category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Growth & Income A with ticker XAXBA operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.28%, ranking 45th in its category. The fee level distribution is Below Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Growth & Income A with ticker XAXBA operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Growth & Income M with ticker CXCM operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.28%, ranking 45th in its category. The fee level distribution is Above Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Growth & Income M with ticker CXCM operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Asset Manager 30% with ticker AXXMM operates in the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.70%, ranking 45th in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Asset Manager 30% with ticker AXXMM operates in the Moderately Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC New Markets Income Z with ticker CCZM operates in the Emerging Markets Bond category. It has a Year-to-Date (YTD) Total Return of -1.57%, ranking 45th in its category. The fee level distribution is Below Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC New Markets Income Z with ticker CCZM operates in the Emerging Markets Bond category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Select Materials C with ticker XMSC operates in the Natural Resources category. Unfortunately, the YTD Total Return and fee information are not provided.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Select Materials C with ticker XMSC operates in the Natural Resources category. Unfortunately, the YTD Total Return and fee information are not provided.", "source": "XBC data"}, {"Input": "XBC Growth & Income K with ticker GCCK operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.28%, ranking 45th in its category. The fee level distribution is Below Average, and the share class type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Growth & Income K with ticker GCCK operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Mix Inc Z6 with ticker BXBBF operates in the Target-Date Retirement category. It has a Year-to-Date (YTD) Total Return of -0.73%, ranking 45th in its category. The fee level distribution is Low, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Mix Inc Z6 with ticker BXBBF operates in the Target-Date Retirement category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Mix Inc K6 with ticker BIXB operates in the Target-Date Retirement category. It has a Year-to-Date (YTD) Total Return of -0.73%, ranking 45th in its category. The fee level distribution is Low, and the share class type is Retirement, Large.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Mix Inc K6 with ticker BIXB operates in the Target-Date Retirement category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Environmental Bond I with ticker IBCBI operates in the Intermediate Core-Plus Bond category. It has a Year-to-Date (YTD) Total Return of -0.75%, ranking 45th in its category. The fee level distribution is High, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Environmental Bond I with ticker IBCBI operates in the Intermediate Core-Plus Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Large Cap Growth Idx with ticker GCCCC operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.47%, ranking 46th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Large Cap Growth Idx with ticker GCCCC operates in the Large Growth category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Series Overseas with ticker OBXO operates in the Foreign Large Growth category. Unfortunately, the YTD Total Return and fee information are not provided.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Series Overseas with ticker OBXO operates in the Foreign Large Growth category. Unfortunately, the YTD Total Return and fee information are not provided.", "source": "XBC data"}, {"Input": "XBC Advisor Convertible Secs C with ticker XBAC operates in the Convertibles category. It has a Year-to-Date (YTD) Total Return of -1.03%, ranking 46th in its category. The fee level distribution is Average, and the share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Convertible Secs C with ticker XBAC operates in the Convertibles category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC New Markets Income with ticker XCXNM operates in the Emerging Markets Bond category. It has a Year-to-Date (YTD) Total Return of -1.57%, ranking 46th in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC New Markets Income with ticker XCXNM operates in the Emerging Markets Bond category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC New Markets Income A with ticker IXAM operates in the Emerging Markets Bond category. It has a Year-to-Date (YTD) Total Return of -1.58%, ranking 46th in its category. The fee level distribution is Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC New Markets Income A with ticker IXAM operates in the Emerging Markets Bond category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC New Markets Income I with ticker IXBB operates in the Emerging Markets Bond category. It has a Year-to-Date (YTD) Total Return of -1.57%, ranking 46th in its category. The fee level distribution is Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC New Markets Income I with ticker IXBB operates in the Emerging Markets Bond category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC New Markets Income M with ticker MIBN operates in the Emerging Markets Bond category. It has a Year-to-Date (YTD) Total Return of -1.58%, ranking 46th in its category. The fee level distribution is Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC New Markets Income M with ticker MIBN operates in the Emerging Markets Bond category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Government Income A with ticker GACIG operates in the Intermediate Government category. It has a Year-to-Date (YTD) Total Return of -0.70%, ranking 46th in its category. The fee level distribution is Below Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Government Income A with ticker GACIG operates in the Intermediate Government category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Government Income M with ticker XCBAM operates in the Intermediate Government category. It has a Year-to-Date (YTD) Total Return of -0.70%, ranking 46th in its category. The fee level distribution is Below Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Government Income M with ticker XCBAM operates in the Intermediate Government category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Utilities A with ticker CXAAA operates in the Utilities category. It has a Year-to-Date (YTD) Total Return of 1.47%, ranking 47th in its category. The fee level distribution is Low, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Utilities A with ticker CXAAA operates in the Utilities category. It has a Year-to-Date (YTD) Total Return of 1.", "source": "XBC data"}, {"Input": "XBC Advisor Utilities M with ticker BXXXB operates in the Utilities category. It has a Year-to-Date (YTD) Total Return of 1.47%, ranking 47th in its category. The fee level distribution is Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Utilities M with ticker BXXXB operates in the Utilities category. It has a Year-to-Date (YTD) Total Return of 1.", "source": "XBC data"}, {"Input": "XBC Asset Manager 20% with ticker MMXBC operates in the Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.60%, ranking 47th in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Asset Manager 20% with ticker MMXBC operates in the Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Inflation-Prot Bd Index with ticker XIIXI operates in the Inflation-Protected Bond category. It has a Year-to-Date (YTD) Total Return of -0.43%, ranking 47th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Inflation-Prot Bd Index with ticker XIIXI operates in the Inflation-Protected Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Asset Manager 20% I with ticker AAAB operates in the Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.60%, ranking 47th in its category. The fee level distribution is Below Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Asset Manager 20% I with ticker AAAB operates in the Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Global Commodity Stk A with ticker CGXCC operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.63%, ranking 47th in its category. The fee level distribution is Below Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Global Commodity Stk A with ticker CGXCC operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Advisor Global Commodity Stk M with ticker CMCCM operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.63%, ranking 47th in its category. The fee level distribution is Above Average, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Global Commodity Stk M with ticker CMCCM operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Global Commodity Stock with ticker SGXB operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.57%, ranking 47th in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Global Commodity Stock with ticker SGXB operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC SAI Short-Term Bond with ticker SBTA operates in the Short-Term Bond category. It has a Year-to-Date (YTD) Total Return of -0.11%, ranking 47th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC SAI Short-Term Bond with ticker SBTA operates in the Short-Term Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Mid Cap II C with ticker BAIC operates in the Mid-Cap Blend category. It has a Year-to-Date (YTD) Total Return of -1.63%, ranking 47th in its category. The fee level distribution is Average, and the share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Mid Cap II C with ticker BAIC operates in the Mid-Cap Blend category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Environmental Bond M with ticker CCABX operates in the Intermediate Core-Plus Bond category. It has a Year-to-Date (YTD) Total Return of -0.75%, ranking 47th in its category. The fee level distribution is Low, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Environmental Bond M with ticker CCABX operates in the Intermediate Core-Plus Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "Select Wireless with ticker SSSSW operates in the Communications category. Unfortunately, the YTD Total Return and fee information are not provided.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "Select Wireless with ticker SSSSW operates in the Communications category. Unfortunately, the YTD Total Return and fee information are not provided.", "source": "XBC data"}, {"Input": "XBC Overseas K6 with ticker KOKB operates in the Foreign Large Growth category. Unfortunately, the YTD Total Return and fee information are not provided.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Overseas K6 with ticker KOKB operates in the Foreign Large Growth category. Unfortunately, the YTD Total Return and fee information are not provided.", "source": "XBC data"}, {"Input": "XBC Advisor Global Commodity Stk C with ticker AXGAS operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.70%, ranking 48th in its category. The fee level distribution is Average, and the share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Global Commodity Stk C with ticker AXGAS operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Advisor Global Commodity Stk I with ticker BXAI operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.63%, ranking 48th in its category. The fee level distribution is Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Global Commodity Stk I with ticker BXAI operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Advisor Global Commodity Stk Z with ticker BXAA operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.64%, ranking 48th in its category. The fee level distribution is Below Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Global Commodity Stk Z with ticker BXAA operates in the Natural Resources category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Advisor Mega Cap Stock C with ticker MCBA operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.30%, ranking 48th in its category. The fee level distribution is Average, and the share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Mega Cap Stock C with ticker MCBA operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Total Bond C with ticker CBXB operates in the Intermediate Core-Plus Bond category. It has a Year-to-Date (YTD) Total Return of -0.76%, ranking 48th in its category. The fee level distribution is Above Average, and the share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Total Bond C with ticker CBXB operates in the Intermediate Core-Plus Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC New Markets Income C with ticker BCNCI operates in the Emerging Markets Bond category. It has a Year-to-Date (YTD) Total Return of -1.59%, ranking 48th in its category. The fee level distribution is Below Average, and the share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC New Markets Income C with ticker BCNCI operates in the Emerging Markets Bond category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Consumer Staples Z with ticker BXCXA operates in the Consumer Defensive category. It has a Year-to-Date (YTD) Total Return of 0.76%, ranking 49th in its category. The fee level distribution is Low, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Consumer Staples Z with ticker BXCXA operates in the Consumer Defensive category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Series Short-Term Credit with ticker CSSCC operates in the Short-Term Bond category. Unfortunately, the YTD Total Return and fee information are not provided.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Series Short-Term Credit with ticker CSSCC operates in the Short-Term Bond category. Unfortunately, the YTD Total Return and fee information are not provided.", "source": "XBC data"}, {"Input": "XBC Advisor Growth & Income C with ticker XICC operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.30%, ranking 49th in its category. The fee level distribution is Below Average, and the share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Growth & Income C with ticker XICC operates in the Large Blend category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Limited Term Bond M with ticker MMBLA operates in the Short-Term Bond category. It has a Year-to-Date (YTD) Total Return of -0.12%, ranking 49th in its category. The fee level distribution is Low, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Limited Term Bond M with ticker MMBLA operates in the Short-Term Bond category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Utilities C with ticker XBCA operates in the Utilities category. It has a Year-to-Date (YTD) Total Return of 1.45%, ranking 49th in its category. The fee level distribution is Low, and the share class type is Level Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Utilities C with ticker XBCA operates in the Utilities category. It has a Year-to-Date (YTD) Total Return of 1.", "source": "XBC data"}, {"Input": "XBC SAI Small-Mid Cap 500 Index with ticker CSBS operates in the Mid-Cap Blend category. It has a Year-to-Date (YTD) Total Return of -1.63%, ranking 49th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC SAI Small-Mid Cap 500 Index with ticker CSBS operates in the Mid-Cap Blend category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Series Emerging Markets with ticker MXEME operates in the Diversified Emerging Markets category. It has a Year-to-Date (YTD) Total Return of -2.72%, ranking 49th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Series Emerging Markets with ticker MXEME operates in the Diversified Emerging Markets category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC SAI International Sm Cp Idx with ticker CSXBB operates in the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.82%, ranking 49th in its category. The fee level distribution is Low, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC SAI International Sm Cp Idx with ticker CSXBB operates in the Foreign Small/Mid Blend category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XBC Advisor Asset Manager 20% Z with ticker BAXB operates in the Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.60%, ranking 50th in its category. The fee level distribution is Low, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Asset Manager 20% Z with ticker BAXB operates in the Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Overseas with ticker CXXB operates in the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -2.12%, ranking 50th in its category. The fee level distribution is Below Average, and the share class type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Overseas with ticker CXXB operates in the Foreign Large Growth category. It has a Year-to-Date (YTD) Total Return of -2.", "source": "XBC data"}, {"Input": "XBC Advisor Asset Manager 20% A with ticker ACCAA operates in the Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.60%, ranking 50th in its category. The fee level distribution is Low, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Asset Manager 20% A with ticker ACCAA operates in the Conservative Allocation category. It has a Year-to-Date (YTD) Total Return of -0.", "source": "XBC data"}, {"Input": "XBC Advisor Consumer Staples I with ticker IAXCC operates in the Consumer Defensive category. It has a Year-to-Date (YTD) Total Return of 0.76%, ranking 50th in its category. The fee level distribution is Below Average, and the share class type is Institutional.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Consumer Staples I with ticker IAXCC operates in the Consumer Defensive category. It has a Year-to-Date (YTD) Total Return of 0.", "source": "XBC data"}, {"Input": "XBC Advisor Mid Cap II A with ticker CBIBM operates in the Mid-Cap Blend category. It has a Year-to-Date (YTD) Total Return of -1.65%, ranking 50th in its category. The fee level distribution is Low, and the share class type is Front Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XBC Advisor Mid Cap II A with ticker CBIBM operates in the Mid-Cap Blend category. It has a Year-to-Date (YTD) Total Return of -1.", "source": "XBC data"}, {"Input": "XYZ SAF High-Quality Bond Fund (XYZB) operates in the Short-Term Government category, showcasing a YTD Total Return of -0.52%. It ranks 22nd in its category with a Rank 22. The Adjusted Expense Ratio is 0.02%, indicating an Ultra-Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XYZ SAF High-Quality Bond Fund (XYZB) operates in the Short-Term Government category, showcasing a YTD Total Return of -0.52%.", "source": "XBC data"}, {"Input": "ABC Growth Income Fund (ABCG) operates in the Large Cap Equity category, showcasing a YTD Total Return of 1.25%. It ranks 8th in its category with a Rank 8. The Adjusted Expense Ratio is 0.05%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "ABC Growth Income Fund (ABCG) operates in the Large Cap Equity category, showcasing a YTD Total Return of 1.25%.", "source": "XBC data"}, {"Input": "PQR Sustainable Bond Index Fund (PQRS) operates in the ESG Bond category, showcasing a YTD Total Return of -0.75%. It ranks 45th in its category with a Rank 45. The Adjusted Expense Ratio is 0.04%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "PQR Sustainable Bond Index Fund (PQRS) operates in the ESG Bond category, showcasing a YTD Total Return of -0.75%.", "source": "XBC data"}, {"Input": "LMN Global Dividend ETF (LMND) operates in the Global Equity Income category, showcasing a YTD Total Return of 2.18%. It ranks 5th in its category with a Rank 5. The Adjusted Expense Ratio is 0.07%, indicating a Moderate fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "LMN Global Dividend ETF (LMND) operates in the Global Equity Income category, showcasing a YTD Total Return of 2.18%.", "source": "XBC data"}, {"Input": "DEF Tech Innovators Fund (DEFT) operates in the Technology Sector category, showcasing a YTD Total Return of 5.42%. It ranks 2nd in its category with a Rank 2. The Adjusted Expense Ratio is 0.08%, indicating a Moderate fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "DEF Tech Innovators Fund (DEFT) operates in the Technology Sector category, showcasing a YTD Total Return of 5.42%.", "source": "XBC data"}, {"Input": "MNO Emerging Markets Bond Fund (MNOE) operates in the Emerging Markets Debt category, showcasing a YTD Total Return of -1.12%. It ranks 55th in its category with a Rank 55. The Adjusted Expense Ratio is 0.06%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "MNO Emerging Markets Bond Fund (MNOE) operates in the Emerging Markets Debt category, showcasing a YTD Total Return of -1.12%.", "source": "XBC data"}, {"Input": "UVW Sustainable Growth ETF (UVWS) operates in the ESG Equity category, showcasing a YTD Total Return of 3.78%. It ranks 12th in its category with a Rank 12. The Adjusted Expense Ratio is 0.09%, indicating a Moderate fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "UVW Sustainable Growth ETF (UVWS) operates in the ESG Equity category, showcasing a YTD Total Return of 3.78%.", "source": "XBC data"}, {"Input": "RST Flexible Income Fund (RSTF) operates in the Flexible Portfolio category, showcasing a YTD Total Return of 0.91%. It ranks 17th in its category with a Rank 17. The Adjusted Expense Ratio is 0.04%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "RST Flexible Income Fund (RSTF) operates in the Flexible Portfolio category, showcasing a YTD Total Return of 0.91%.", "source": "XBC data"}, {"Input": "GHI Global Real Estate ETF (GHIG) operates in the Real Estate Sector category, showcasing a YTD Total Return of -2.15%. It ranks 68th in its category with a Rank 68. The Adjusted Expense Ratio is 0.08%, indicating a Moderate fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "GHI Global Real Estate ETF (GHIG) operates in the Real Estate Sector category, showcasing a YTD Total Return of -2.15%.", "source": "XBC data"}, {"Input": "JKL Municipal Bond Income Fund (JKLM) operates in the Municipal Bond category, showcasing a YTD Total Return of -0.34%. It ranks 28th in its category with a Rank 28. The Adjusted Expense Ratio is 0.03%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "JKL Municipal Bond Income Fund (JKLM) operates in the Municipal Bond category, showcasing a YTD Total Return of -0.34%.", "source": "XBC data"}, {"Input": "OPQ Dividend Growth ETF (OPQD) operates in the Dividend Equity category, showcasing a YTD Total Return of 1.98%. It ranks 7th in its category with a Rank 7. The Adjusted Expense Ratio is 0.06%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "OPQ Dividend Growth ETF (OPQD) operates in the Dividend Equity category, showcasing a YTD Total Return of 1.98%.", "source": "XBC data"}, {"Input": "WXY International Small Cap Fund (WXYI) operates in the International Small Cap category, showcasing a YTD Total Return of 4.73%. It ranks 4th in its category with a Rank 4. The Adjusted Expense Ratio is 0.07%, indicating a Moderate fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "WXY International Small Cap Fund (WXYI) operates in the International Small Cap category, showcasing a YTD Total Return of 4.73%.", "source": "XBC data"}, {"Input": "CDF Corporate Bond Index Fund (CDFC) operates in the Corporate Bond category, showcasing a YTD Total Return of -0.45%. It ranks 26th in its category with a Rank 26. The Adjusted Expense Ratio is 0.04%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "CDF Corporate Bond Index Fund (CDFC) operates in the Corporate Bond category, showcasing a YTD Total Return of -0.45%.", "source": "XBC data"}, {"Input": "IJK Health and Wellness ETF (IJKH) operates in the Healthcare Sector category, showcasing a YTD Total Return of 2.87%. It ranks 10th in its category with a Rank 10. The Adjusted Expense Ratio is 0.05%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "IJK Health and Wellness ETF (IJKH) operates in the Healthcare Sector category, showcasing a YTD Total Return of 2.87%.", "source": "XBC data"}, {"Input": "QRS Quality Income Fund (QRSQ) operates in the High Dividend Yield category, showcasing a YTD Total Return of 1.63%. It ranks 6th in its category with a Rank 6. The Adjusted Expense Ratio is 0.05%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "QRS Quality Income Fund (QRSQ) operates in the High Dividend Yield category, showcasing a YTD Total Return of 1.63%.", "source": "XBC data"}, {"Input": "LMN Sustainable Growth ETF (LMNS) operates in the ESG Equity category, showcasing a YTD Total Return of 3.22%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 0.08%, indicating a Moderate fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "LMN Sustainable Growth ETF (LMNS) operates in the ESG Equity category, showcasing a YTD Total Return of 3.22%.", "source": "XBC data"}, {"Input": "UVW Technology Innovators Fund (UVWT) operates in the Technology Sector category, showcasing a YTD Total Return of 6.15%. It ranks 1st in its category with a Rank 1. The Adjusted Expense Ratio is 0.09%, indicating a Moderate fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "UVW Technology Innovators Fund (UVWT) operates in the Technology Sector category, showcasing a YTD Total Return of 6.15%.", "source": "XBC data"}, {"Input": "RST International Bond Index Fund (RSTI) operates in the International Bond category, showcasing a YTD Total Return of -0.92%. It ranks 48th in its category with a Rank 48. The Adjusted Expense Ratio is 0.05%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "RST International Bond Index Fund (RSTI) operates in the International Bond category, showcasing a YTD Total Return of -0.92%.", "source": "XBC data"}, {"Input": "GHI Real Assets ETF (GHRA) operates in the Real Assets category, showcasing a YTD Total Return of 0.74%. It ranks 19th in its category with a Rank 19. The Adjusted Expense Ratio is 0.06%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "GHI Real Assets ETF (GHRA) operates in the Real Assets category, showcasing a YTD Total Return of 0.74%.", "source": "XBC data"}, {"Input": "JKL Small Cap Value Fund (JKLS) operates in the Small Cap Value category, showcasing a YTD Total Return of 2.39%. It ranks 9th in its category with a Rank 9. The Adjusted Expense Ratio is 0.07%, indicating a Moderate fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "JKL Small Cap Value Fund (JKLS) operates in the Small Cap Value category, showcasing a YTD Total Return of 2.39%.", "source": "XBC data"}, {"Input": "OPQ Emerging Markets ETF (OPQE) operates in the Emerging Markets Equity category, showcasing a YTD Total Return of -1.98%. It ranks 57th in its category with a Rank 57. The Adjusted Expense Ratio is 0.08%, indicating a Moderate fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "OPQ Emerging Markets ETF (OPQE) operates in the Emerging Markets Equity category, showcasing a YTD Total Return of -1.98%.", "source": "XBC data"}, {"Input": "WXY Dynamic Allocation Fund (WXYD) operates in the Tactical Allocation category, showcasing a YTD Total Return of 53%. It ranks 23rd in its category with a Rank 23. The Adjusted Expense Ratio is 0.04%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "WXY Dynamic Allocation Fund (WXYD) operates in the Tactical Allocation category, showcasing a YTD Total Return of 53%. It ranks 23rd in its category with a Rank 23.", "source": "XBC data"}, {"Input": "CDF Short-Term Corporate Bond ETF (CDFST) operates in the Short-Term Corporate Bond category, showcasing a YTD Total Return of -0.18%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 0.03%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "CDF Short-Term Corporate Bond ETF (CDFST) operates in the Short-Term Corporate Bond category, showcasing a YTD Total Return of -0.18%.", "source": "XBC data"}, {"Input": "IJK Global Infrastructure Fund (IJKG) operates in the Global Infrastructure category, showcasing a YTD Total Return of 1.91%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 0.05%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "IJK Global Infrastructure Fund (IJKG) operates in the Global Infrastructure category, showcasing a YTD Total Return of 1.91%.", "source": "XBC data"}, {"Input": "QRS Value Opportunity ETF (QRSV) operates in the Value Equity category, showcasing a YTD Total Return of 1.75%. It ranks 11th in its category with a Rank 11. The Adjusted Expense Ratio is 0.06%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "QRS Value Opportunity ETF (QRSV) operates in the Value Equity category, showcasing a YTD Total Return of 1.75%.", "source": "XBC data"}, {"Input": "XYZ Income Builder Fund (XYZI) operates in the High Dividend Yield category, showcasing a YTD Total Return of 1.12%. It ranks 18th in its category with a Rank 18. The Adjusted Expense Ratio is 0.04%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "XYZ Income Builder Fund (XYZI) operates in the High Dividend Yield category, showcasing a YTD Total Return of 1.12%.", "source": "XBC data"}, {"Input": "ABC Global Technology ETF (ABCT) operates in the Technology Sector category, showcasing a YTD Total Return of 4.78%. It ranks 3rd in its category with a Rank 3. The Adjusted Expense Ratio is 0.08%, indicating a Moderate fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "ABC Global Technology ETF (ABCT) operates in the Technology Sector category, showcasing a YTD Total Return of 4.78%.", "source": "XBC data"}, {"Input": "PQR Sustainable Energy Fund (PQRE) operates in the Clean Energy category, showcasing a YTD Total Return of 7.91%. It ranks 1st in its category with a Rank 1. The Adjusted Expense Ratio is 0.10%, indicating a Moderate fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "PQR Sustainable Energy Fund (PQRE) operates in the Clean Energy category, showcasing a YTD Total Return of 7.91%.", "source": "XBC data"}, {"Input": "LMN Tactical Dividend ETF (LMNT) operates in the Tactical Allocation category, showcasing a YTD Total Return of 2.31%. It ranks 10th in its category with a Rank 10. The Adjusted Expense Ratio is 0.07%, indicating a Moderate fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "LMN Tactical Dividend ETF (LMNT) operates in the Tactical Allocation category, showcasing a YTD Total Return of 2.31%.", "source": "XBC data"}, {"Input": "DEF Quality Bond Index Fund (DEFQ) operates in the Investment Grade Bond category, showcasing a YTD Total Return of -0.29%. It ranks 25th in its category with a Rank 25. The Adjusted Expense Ratio is 0.05%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "DEF Quality Bond Index Fund (DEFQ) operates in the Investment Grade Bond category, showcasing a YTD Total Return of -0.29%.", "source": "XBC data"}, {"Input": "MNO Global Infrastructure ETF (MNOG) operates in the Infrastructure category, showcasing a YTD Total Return of 1.84%. It ranks 15th in its category with a Rank 15. The Adjusted Expense Ratio is 0.06%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "MNO Global Infrastructure ETF (MNOG) operates in the Infrastructure category, showcasing a YTD Total Return of 1.84%.", "source": "XBC data"}, {"Input": "UVW Sustainable Income Fund (UVWI) operates in the ESG Dividend category, showcasing a YTD Total Return of 3.22%. It ranks 11th in its category with a Rank 11. The Adjusted Expense Ratio is 0.06%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "UVW Sustainable Income Fund (UVWI) operates in the ESG Dividend category, showcasing a YTD Total Return of 3.22%.", "source": "XBC data"}, {"Input": "RST Real Assets ETF (RSTA) operates in the Real Assets category, showcasing a YTD Total Return of 0.91%. It ranks 20th in its category with a Rank 20. The Adjusted Expense Ratio is 0.05%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "RST Real Assets ETF (RSTA) operates in the Real Assets category, showcasing a YTD Total Return of 0.91%.", "source": "XBC data"}, {"Input": "GHI International Equity Fund (GHIE) operates in the International Equity category, showcasing a YTD Total Return of 3.55%. It ranks 7th in its category with a Rank 7. The Adjusted Expense Ratio is 0.07%, indicating a Moderate fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "GHI International Equity Fund (GHIE) operates in the International Equity category, showcasing a YTD Total Return of 3.55%.", "source": "XBC data"}, {"Input": "JKL Small Cap Growth ETF (JKLG) operates in the Small Cap Growth category, showcasing a YTD Total Return of 5.67%. It ranks 2nd in its category with a Rank 2. The Adjusted Expense Ratio is 0.09%, indicating a Moderate fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "JKL Small Cap Growth ETF (JKLG) operates in the Small Cap Growth category, showcasing a YTD Total Return of 5.67%.", "source": "XBC data"}, {"Input": "OPQ Dynamic Allocation Fund (OPQD) operates in the Tactical Allocation category, showcasing a YTD Total Return of 0.68%. It ranks 24th in its category with a Rank 24. The Adjusted Expense Ratio is 0.04%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "OPQ Dynamic Allocation Fund (OPQD) operates in the Tactical Allocation category, showcasing a YTD Total Return of 0.68%.", "source": "XBC data"}, {"Input": "WXY Real Estate Income ETF (WXYR) operates in the Real Estate Income category, showcasing a YTD Total Return of -1.45%. It ranks 45th in its category with a Rank 45. The Adjusted Expense Ratio is 0.08%, indicating a Moderate fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "WXY Real Estate Income ETF (WXYR) operates in the Real Estate Income category, showcasing a YTD Total Return of -1.45%.", "source": "XBC data"}, {"Input": "CDF Global Dividend Fund (CDFG) operates in the Global Dividend category, showcasing a YTD Total Return of 2.11%. It ranks 9th in its category with a Rank 9. The Adjusted Expense Ratio is 0.06%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "CDF Global Dividend Fund (CDFG) operates in the Global Dividend category, showcasing a YTD Total Return of 2.11%.", "source": "XBC data"}, {"Input": "IJK Short-Term Corporate Bond ETF (IJKS) operates in the Short-Term Corporate Bond category, showcasing a YTD Total Return of -0.12%. It ranks 12th in its category with a Rank 12. The Adjusted Expense Ratio is 0.03%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "IJK Short-Term Corporate Bond ETF (IJKS) operates in the Short-Term Corporate Bond category, showcasing a YTD Total Return of -0.12%.", "source": "XBC data"}, {"Input": "QRS ESG Growth Fund (QRSE) operates in the ESG Growth category, showcasing a YTD Total Return of 4.13%. It ranks 5th in its category with a Rank 5. The Adjusted Expense Ratio is 0.08%, indicating a Moderate fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "QRS ESG Growth Fund (QRSE) operates in the ESG Growth category, showcasing a YTD Total Return of 4.13%.", "source": "XBC data"}, {"Input": "LMN Global Technology ETF (LMNT) operates in the Technology Sector category, showcasing a YTD Total Return of 3.91%. It ranks 8th in its category with a Rank 8. The Adjusted Expense Ratio is 0.07%, indicating a Moderate fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "LMN Global Technology ETF (LMNT) operates in the Technology Sector category, showcasing a YTD Total Return of 3.91%.", "source": "XBC data"}, {"Input": "UVW Emerging Markets Bond Fund (UVWE) operates in the Emerging Markets Debt category, showcasing a YTD Total Return of -0.84%. It ranks 35th in its category with a Rank 35. The Adjusted Expense Ratio is 0.05%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "UVW Emerging Markets Bond Fund (UVWE) operates in the Emerging Markets Debt category, showcasing a YTD Total Return of -0.84%.", "source": "XBC data"}, {"Input": "RST Quality Income ETF (RSTQ) operates in the High Dividend Yield category, showcasing a YTD Total Return of 2.35%. It ranks 14th in its category with a Rank 14. The Adjusted Expense Ratio is 0.06%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "RST Quality Income ETF (RSTQ) operates in the High Dividend Yield category, showcasing a YTD Total Return of 2.35%.", "source": "XBC data"}, {"Input": "GHI Global Real Assets Fund (GHIG) operates in the Global Real Assets category, showcasing a YTD Total Return of 0.67%. It ranks 21st in its category with a Rank 21. The Adjusted Expense Ratio is 0.05%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "GHI Global Real Assets Fund (GHIG) operates in the Global Real Assets category, showcasing a YTD Total Return of 0.67%.", "source": "XBC data"}, {"Input": "JKL Value Opportunity ETF (JKLV) operates in the Value Equity category, showcasing a YTD Total Return of 1.94%. It ranks 13th in its category with a Rank 13. The Adjusted Expense Ratio is 0.06%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "JKL Value Opportunity ETF (JKLV) operates in the Value Equity category, showcasing a YTD Total Return of 1.94%.", "source": "XBC data"}, {"Input": "OPQ Sustainable Income Fund (OPQS) operates in the ESG Dividend category, showcasing a YTD Total Return of 3.89%. It ranks 6th in its category with a Rank 6. The Adjusted Expense Ratio is 0.07%, indicating a Moderate fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "OPQ Sustainable Income Fund (OPQS) operates in the ESG Dividend category, showcasing a YTD Total Return of 3.89%.", "source": "XBC data"}, {"Input": "WXY Global Bond Index ETF (WXYG) operates in the Global Bond category, showcasing a YTD Total Return of -0.53%. It ranks 29th in its category with a Rank 29. The Adjusted Expense Ratio is 0.04%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "WXY Global Bond Index ETF (WXYG) operates in the Global Bond category, showcasing a YTD Total Return of -0.53%.", "source": "XBC data"}, {"Input": "CDF Flexible Allocation Fund (CDFA) operates in the Flexible Portfolio category, showcasing a YTD Total Return of 1.02%. It ranks 16th in its category with a Rank 16. The Adjusted Expense Ratio is 0.04%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "CDF Flexible Allocation Fund (CDFA) operates in the Flexible Portfolio category, showcasing a YTD Total Return of 1.02%.", "source": "XBC data"}, {"Input": "IJK Dynamic Growth ETF (IJKD) operates in the Dynamic Growth category, showcasing a YTD Total Return of 5.76%. It ranks 1st in its category with a Rank 1. The Adjusted Expense Ratio is 0.10%, indicating a Moderate fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "IJK Dynamic Growth ETF (IJKD) operates in the Dynamic Growth category, showcasing a YTD Total Return of 5.76%.", "source": "XBC data"}, {"Input": "QRS Short-Term Municipal Bond Fund (QRSS) operates in the Short-Term Municipal Bond category, showcasing a YTD Total Return of -0.08%. It ranks 11th in its category with a Rank 11. The Adjusted Expense Ratio is 0.03%, indicating a Low fee level distribution. The load type is No Load.", "instruction": {"prompt:": "You are a helpful, respectful and honest assistant. Always answer as helpfully as possible, while being safe.", "words": ["Investment", "savings", "financial independence"], "features": ["Investment"]}, "summary": "QRS Short-Term Municipal Bond Fund (QRSS) operates in the Short-Term Municipal Bond category, showcasing a YTD Total Return of -0.08%.", "source": "XBC data"}]